Services

You’ve come to the right place to get peace of mind by getting your books in order. Because every business is unique, we don’t offer cookie-cutter packages — all services below can be mixed and matched. We’ll work with you to determine which of our cloud-based solutions best suit your specific needs and budget. Reach out to get started!

Basic Bookkeeping

  • Monthly transaction and deposit recording
  • Monthly bank reconciliations
  • Monthly, quarterly, and/or annual financial reports
  • Monthly teleconference meetings to discuss reports and any bookkeeping questions
  • Regular review of cash flow and expenses

Starting Up?

Let’s get you going on the right foot with smooth bookkeeping processes from the get-go!

  • Review of your business to select the right QuickBooks product and app integrations
  • Account setup for Quickbooks
  • Customized Chart of Accounts
  • Bank and credit card feed syncing
  • 1-on-1 Training for QuickBooks
  • Recommendations for efficient workflows

Steady or Scaling?

Let’s keep you on track and spending your time and energy on growth, not your books!

  • Accounts Payable management (money out)
  • Accounts Receivable management (money in)
  • Payroll management
  • 1099 preparation
  • Receipt management

Need to Catch Up?

Haven’t had time to keep up, or find yourself looking at messy, inaccurate books? Let’s straighten things up!

  • Review and clean up mis-posted transactions
  • Correct reconciliation discrepancies
  • Fix setup irregularities
  • Establish best practices moving forward
  • Weekly progress and status updates

What You Can Expect

QuickBooks Conversion

If you’re currently using QuickBooks Desktop (QBD), we’ll handle the conversion over to QuickBooks Online (QBO).

Software Discounts

We’re often able to pass on our wholesale discounts to clients for related apps and software. 

Flat Fee

Most services are based on a flat fee, except for historical cleanups, which are billed in 10-hour segments.

Unlimited Support

We provide unlimited phone and email support to our clients.