Services Provided

Monthly Bookkeeping

Imagine having all your business transactions neat and tidy, every single month. Our full service bookkeeping package takes care of all the details, so you can focus on running your business.

Monthly Services Include: 

  • Creating, categorizing, and posting transactions 
  • Account Reconciliation
  • Management of apps and banking integrations 
  • Customized Chart of Accounts 
  • Preparation of standard financial reports
  • Monthly check-in to review reports 
  • Year-end reports for tax preparation

Clean-Ups and Catch-Ups

When you fall behind in your bookkeeping and your data isn’t accurate, it is difficult to make good financial decisions for your business. We can clean up your bookkeeping file, as far back as needed, and catch you up on data entry, making sure your books accurately reflect the health of your business. 

QuickBooks Online Training

QuickBooks Online is a great tool for your business – if you are using it correctly. We offer a virtual training that walks through the many features QBO offers and how you can use them best for your business. 

Optional add-on services:

  • Payroll assistance 
  • 1099 Preparation
  • Invoice Management