Our Services

Get ready to take control of your finances.

Set Up Services

Whether you are new to QuickBooks Online, switching from another software, or have no system at all, we’ll set up your account to best represent your company’s financial story.

Set Up Includes

  • Select the appropriate QBO subscription level for your business needs

  • Set up appropriate business account settings

  • Set up custom chart of accounts for your business

  • Connect bank, loan, and credit card accounts

  • Set up software integrations related to your business

  • Introductory training session to learn how to navigate through QBO

Clean Up / Catch Up

Behind on the upkeep of your financial records? You’ll need Clean up and/or Catch Up. You may need one or both depending on status of your books.

Catch Up

You made need Catch Up if:

  • You are just getting started with QBO

  • You are behind on your monthly recording, this could be several months or years

Clean Up

You made need Clean Up if:

  • You have an existing QBO account

  • You have data entry errors

  • Your accounts have not been reconciled monthly

  • You have duplicate or missing transactions

  • Previous years' activity was done improperly.

Monthly Bookkeeping

Everything that needs to be done to maintain proper financial records. This includes recording and categorizing transactions, reconciling accounts, month-end and year-end closing, and other important tasks.

Maintaining your books monthly ensures up to date accurate records and provides checks and balances so issues are caught in a timely manner, before they become problems.

Monthly reporting is where the magic happens. It harnesses the power of information and puts it to work for your business allowing you to make better decisions based on accurate and timely financial data.

Consulting

With your books in order, you can use the story they tell to make informed decisions to better manage and grow your business . What are you, as an owner, looking to change or achieve for the future of your business?

This is where consulting becomes a year-round strategy for success. We as Bookkeepers are in a great position to see patterns in the finances of a business. Whether you're looking for budgeting, forecasting or adjusting to market changes, we’re here to help. We’ll delve deep into your data to help you identify areas of improvement for your business. From cost reduction strategies to anticipating challenges we’ll identify opportunities designed to enhance your overall profitability.

Together we’re architects, designing the business that achieves your goals.

Once we have the background and a solid understanding of your goals, we’ll focus on your plan and keep you on track for success.

Add On Services

Need help with other areas of your business? We offer add on services to keep your business running efficiently.

  • Accounts Payable

  • Accounts Receivable

  • Payroll

  • Business Systems

  • Customized Reporting

  • Estimated Tax Payments

  • Sales Tax Filing

  • 1099 Filing

Let’s Talk!

Your initial consultation is free.