Our Services
Our partnership begins with a conversation.
We'll discuss your business goals, current bookkeeping status, and financial reporting needs.
Based on our discussion, we will create a customized proposal and engagement agreement with the best combination of monthly bookkeeping, year-end reporting, and custom services.
Once you approve, we'll get started right away.
Monthly Bookkeeping
Monthly services are customized to your business needs and what you want us to take off your plate.
Manage incoming and outgoing transactions for an accurate and timely view of your financial picture
Record sales transactions, send invoices and proactively identify late payments
Record vendor bills and pay vendors
Payroll
Reconciliation to ensure accuracy between bank and credit card accounts and your books
Monthly financial reports, including customized management reports
Custom Services
We help clients beyond monthly services and year-end reporting with getting them caught up or cleaned up.
Onboarding and account set-up: If you are transitioning from Excel or a shoebox of receipts, we can set you in QuickBooks Online.
Clean-up and catch-up: Are your financial records disorganized or behind? We can clean-up your books or simply catch your company up to the present
Operations consulting and optimization
Year-End Reporting
We finalize reports for you to provide to your CPA so you don’t have to worry about that task.
CPA-ready financial reports
1099s
Year-end reports