HOW CAN WE HELP?
We help small business owners take the stress out of their finances with simple, reliable bookkeeping. From keeping your books up to date and setting up QuickBooks Online to catching up on past records and managing bills and invoices, we make sure your finances are organized and easy to understand—so you can focus on growing your business, not your paperwork.
Click the link below for a quote!
ROUTINE BOOKKEEPING
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Track and categorize your transactions each week to keep your books accurate and up to date
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Keep your accounts balanced with monthly bank and credit card reconciliations
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Prepare monthly reports (profit & loss, balance sheet) to give you a clear picture of your business
QUICKBOOKS ONLINE SET UP
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Perform the initial QBO set up of your account tailored to your specific business type and industry
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Build a customized chart of accounts
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Add and organize customers, vendors, products, and services to ensure your records are complete
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Link bank and credit card accounts for smooth transaction syncing and real-time tracking
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Provide a walkthrough of your new system so you feel confident using it
CATCH UP/CLEAN UP BOOKKEEPING
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Catch up on your bookkeeping by properly classifying all transactions for the selected period
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Ensure accuracy by reconciling all bank and credit card statements for the specified time frame
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Prepare balance sheet and profit & loss reports for the designated period
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Communicate with your CPA and coordinate any specific bookkeeping needs required
BILL & INVOICE MANAGEMENT
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Record and manage accounts payable transactions
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Support invoice creation, expense categorization, and billable expense tracking
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Process approved payments through bank or company systems
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Properly categorize and reconcile all paid bills and invoice in QuickBooks Online
*Pricing varies and is based on the specific needs of our clients. Please contact us for a quote. We are currently only working with customers who are using QuickBooks Online.