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.
- 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
- 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