OUR SERVICES
Support for every stage of your business.
Whether you need ongoing bookkeeping, help getting started, or need to get
your books back on track—we’re here to help.
ONGOING BOOKKEEPING
Let us keep up with the books so you don’t have to.
Accurate, up-to-date books give you the information you need to make confident decisions and stay focused on your business.
We handle the day-to-day bookkeeping so you can focus on what you do best.
INCLUDES:
- Transaction recording & categorization
- Bank & credit-card reconciliations
- QuickBooks Online maintenance
- Monthly financial reports
- Ongoing bookkeeping support
- Dedicated to accuracy and timeliness
STARTING A NEW BUSINESS
Start with your books set up the right way.
There are enough things to figure out when you’re starting a business. Your bookkeeping system doesn’t need to be one of them.
We’ll set you up for success with a solid foundation from day one.
INCLUDES:
- QuickBooks Online setup
- Chart of accounts creation
- Connecting bank & credit-card accounts
- Guidance on recordkeeping & best practices
- Expense tracking & reporting setup
- Ongoing support as your business grows
CLEAN-UP & CATCH-UP
If your books are a mess, that’s where we’ll start.
Behind on your bookkeeping? Not sure your QuickBooks is right? We’ll go through what you have, identify what needs attention, and work toward getting your books organized and current again.
INCLUDES:
- Review of existing books & transactions
- Fixing categorization & data issues
- Reconciliations of prior periods
- Identifying duplicates or missing items
- Cleaning up chart of accounts
- Getting your books current & accurate