Our Services
Simplify your finances by scheduling a meeting with our expert bookkeeping team. Experience how accurate, professional record-keeping can drive your business growth.
QUICKBOOKS SETUP
Need to ditch the Excel spreadsheet and DIY approach (or ignoring your books altogether!)? In this service, we set up and streamline your books for you so you can start tracking your business finances accurately!
Determine which software and subscription level meets the needs of your business.
Connect all your business bank accounts, credit cards, CRMs, and 3rd party payment processors (Stripe, Paypal, etc.).
Create a customized Chart of Accounts.
Upload and update any customer and vendor information.
INCLUDED
CLEANUP/CATCHUP SERVICES
Are you already in QuickBooks but you’ve let your books fall behind? After a thorough diagnostic of your accounting software, we will get your books cleaned up and caught up.
Categorize all incoming and outgoing transactions and reconcile attached business accounts to the current period end.Include any business transactions made on personal accounts, if provided by the client.Review and update your existing Chart of Accounts.Generate and provide updated financial reports for the time period with a recap highlighting key figures and wins!INCLUDED
MONTHLY BOOKKEEPING
We do the bookkeeping, allowing you to use your numbers to increase profits and make informed business decisions - giving you back time to focus on scaling your business with peace of mind.
Categorization of all expense and revenue transactions.
Bank/Credit Card statement and payroll report retrieval.
Account reconciliations for ALL accounts.
Financial reports (including but not limited to the Profit & Loss and Balance Sheet) emailed to you every month with a recap highlighting important numbers and celebrating wins!
Collaboration with you and your tax pro/CPA.
INCLUDED
