Our Services

  • We start with a Discovery Meeting to discuss your specific needs.

    We will take a deeper look at your numbers to diagnose what needs to be fixed and what maintenance needed going forward.

    This gives you peace of mind that your accounting is in good hands and lays a clear path to help your business grow.

    Contact us for a free Discovery Meeting

  • What affects the price?

    One-size-fits-all pricing doesn’t work. Some businesses are simple. Some are more complex. We customize your monthly bookkeeping for your particular business needs and industry.

    Here is some of what you can expect:

    • Categorization of bank/credit card transactions

    • Bank/credit reconciliations

    • Loan/Line of credit reconciliations

    • Payroll verification

    • Review of Undeposited funds, AP & AR

    • 3rd Party software posting verification

    • Fixed asset management

    • Review of Balance Sheet & Profit & Loss

    • Financial Statement

    • Summary of My Observations (Insights, flags, or helpful notes)

    • Monthly or Bi-Monthly meeting if requested.

  • Has your accounting been neglected? Has someone done your bookkeeping inaccurately?

    We will clean up your data, correct any issues/errors, organize your records, make sure your chart of accounts make sense for your industry, and ensure all relevant information is entered and reconciled.

    This way your business can continue operating smoothly with accurate and reliable financial records – so you can focus on what matters most – running your business.

  • Are you considering migrating from QuickBooks Desktop to QuickBooks Online but feeling overwhelmed by the process? Don’t worry. We’ve got you covered!

    We make sure your migration is painless and brings over everything to continue with your bookkeeping.

    Just a few migrations to expect:

    • Creation of QuickBooks Online Company

    • Migrate QuickBooks Desktop to QuickBooks Online

    • Review of Balance Sheet and P&L

    • Link Bank & Credit Card accounts

    • Vendor & Customer lists

    • Product & Inventory lists

    • Summary of My Observations (Insights, flags, or helpful notes)

    • 30 days follow up support

  • We assist small business owners in getting started with a solid foundation, providing clean, customized QuickBooks setups that are specific to their industry.

    If you're new to QuickBooks, or realize you need to get things in order, this service is perfect. We'll handle the initial setup correctly, ensuring you avoid messy accounting, confusion, and potentially expensive errors down the road.

    Some set up processes to expect:

    • QBO Company set up

    • Customized Chart of Accounts

    • Bank & Credit Card connections

    • Vendor & Customer lists

    • Consultation to go over set up

    • Payroll set up

    • 30 days of follow up support

  • Other Services you might want or need:

    • Payroll Management by Gusto

    • 1099 Filing

    • Budgeting & Forecasting

    • Inventory Management