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Bookkeeping & Financial Admin

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Imagine this: It’s the end of the month. You’re hustling to close deals, onboard clients, or finalize deliverables, and meanwhile, invoices are still unsent, receipts are piled up, and your QuickBooks is weeks behind. Tax time’s approaching, and your financial reports are… a mess. Sound familiar?

Boogie Team is here to change that. Our Bookkeeping & Financial Admin service takes day-to-day money management off your plate - so you can stay focused on running your business, not tracking every penny. From creating invoices to keeping your books clean and current, we handle the financial admin tasks that keep your business moving (and compliant).

Tasks Handled for Bookkeeping & Financial Admin

Invoice Tracking & Creation

  • Draft and issue invoices based on milestones or services

  • Monitor payment statuses and aging reports

  • Send reminders and maintain clean billing records

Expense Categorization

  • Match receipts and transactions to categories

  • Align with your CPA or preferred expense structure

  • Help you stay tax-ready year-round

QuickBooks Support

  • Input expenses, income, and transactions

  • Sync and clean up bank feeds

  • Prepare for quarterly reviews or annual filings

Donation & Sales Reporting

  • Weekly, monthly, or quarterly custom reports

  • Grant, donor, or sales funnel reporting

  • Clean presentation of KPIs for decision-makers

TRUSTED BY:

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When your finances are disorganized, your entire operation slows down. Late invoices mean delayed payments. Unsorted expenses make budgeting impossible. And falling behind on your books?

That’s a tax season disaster waiting to happen.

 

With Boogie Team, you get reliable financial admin support that’s fast, accurate, and tailored to your tools. No in-house hire required.

 

We help you:

  • Get paid on time with consistent invoicing

  • Categorize expenses for clean, audit-ready records

  • Keep platforms like QuickBooks up-to-date

  • Generate accurate donation or sales reports on demand

 Eli, Nexus Design Inc.

"Boogie has transformed operations. Carlos, Mariel, and Hazle are professional and dedicated, effectively managing calls and daily tasks. Trish is kind and responsive, always ensuring we have the support needed. I highly recommend them."

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