Monthly Bookkeeping
Standard Services
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Accurate classification and recording of your financial transactions
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Connect your bank, credit card, and other 3rd party integrations to your Quickbook account
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Regular review of bank and credit card accounts
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Reconcile monthly statements
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Prepare your financial reports monthly. Flag and discuss key performance indicators (KPIs)
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Work with your accountant so your books are prepared for tax season or other financial planning
Whether you have been in business for years, or you are just starting up, we offer a variety of services to meet all of your bookkeeping needs.
New QBO Account Setup (included in Standard Services)
For business just starting out with Quickbooks Online, we can help you with your company set up and provide training to smooth the implementation process.
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Set up subscription service with QBO
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Enter your company's information and settings
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Set up you chart of accounts
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Connect your bank, credit card, and other 3rd party integrations
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Customize QBO to your business brand, so interactions with your customers are clearly identifiable
Services
Add-on Services
Accounts Payable
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Bill pay services
Accounts Receivable
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Creating invoices
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Monitoring receivables
Payroll
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A range of services from full employee payroll management to only entering journal entries for payroll transactions
1099 Processing
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Year-End 1099 processing & filing
Sales Tax
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Collect and file sales tax
Catch Up
Categorizing and recording your financial transactions from prior months as needed. Reconciling bank and credit card statements to ensure everything is current and accurate.
Studies have shown that although you may think you save money by doing everything yourself, the fact is that hiring a professional bookkeeper actually saves you more time and money. That’s because there is a reduced level of risk for human error, lack of knowledge, missed payments, and tax obligation due dates, and delayed accounts receivable by outsourcing services that take up time in growing your company.
Count on us to keep your numbers solid so you can move your business to the next level with total confidence.
Phone Consultation
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discovery
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proposal
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ENGAGEMENT & ONBOARDING
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ONGOING SERVICES