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Statistic calculating

BOOKKEEPING

A dedicated bookkeeper with the sole focus on saving you money and providing you with the details needed to make a quality business decision. But that's not all. We do much more than just data entry. We act as your partner and offer you insights that need to be looked at and talked about. You'll know exactly what's going in and what's going out. And when you have questions, we're only a phone call or email away.

Professional Software

Monthly bookkeeping services with us include a subscription to QuickBooks Online.  Benefit from GAAP-compliant accounting software with features like payment processing, receipt capture, and hundreds of time-saving apps.

Setup & Historical Clean-up

Get your business up and running in QuickBooks Online.  Import your data and bring your books up to date.

Bank Reconciliation

Bank and credit card accounts are matched to monthly statements.  Outstanding checks are reviewed.

Invoicing & Receiving Payments

Create and send custom invoices with your company's logo on them.  Allow customers to pay you directly from the invoice.

Payroll Management

Let us take the stress out of running your existing payroll or let us help set up a strategic system for your employees that runs with efficiency and accuracy.

Tax Season Without Stress

Accurate and up-to-date records will make tax time a breeze. We’ll work with your CPA to make sure you get every deduction and credit you deserve.  Or, save time and money and let me prepare your tax return.

Maintaine General Ledger

Create a custom Chart of Accounts.  Record and categorize transactions.  Make adjusting journal entries each month.

Asset & Loan

Amortization & Depreciation

Fixed assets and liabilities are depreciated and recorded on a monthly basis.  Know exactly what you own and what you owe.

Sales Tax

A strategic and calculated approach to sales tax management.  All while reviewing everything twice to ensure all data is accurate.

Financial Statement & Advisory

Keep your finger on the pulse of your business with monthly financial statements including: Balance Sheet, Profit and Loss and Statement of Cash Flows.

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