Services

We not only care about your books, we also care about you.

There are so many things involved in running a business ― it can all be a bit overwhelming.

That’s where we come in. With services customized to meet your needs, we will build a package of services designed to optimize your businesses growth.

Bookkeeping Services

  • Monthly Direct Client Email Time
  • Record and Classify Income and Expenses
  • Bank Account Reconciliation
  • Credit Card Reconciliation
  • Investment Account Reconciliation
  • E-commerce Account Reconciliation
  • Balance Sheet, Income Statement, and Statement of Cash Flows

Additional Services

  • Monthly Direct Client Call Time
  • QuickBooks Online (QBO) Subscription
  • QuickBooks Online (QBO) Training
  • Account Setup and Conversion
  • Accounts Payable Management
  • Accounts Receivable Management
  • Payroll – You and Your Employees
  • Historical Clean-Up and/or Catch-Up
  • 1099 Tracking and Reporting
  • Customized Reports
  • Budgeting / Peer Comparison – Setup, Tracking, and Monitoring
  • Financial Management