Services

Full-Service Bookkeeping

Bookkeeping and Accounting Services:

  • Manage and classify daily transactions

  • Bank and credit card reconciliations

  • Accounts Payable

  • Accounts Receivable

  • QuickBooks Online payroll and sales tax filing, processing, or oversight

  • Monthly closing to include review and preparation of financial statements

  • Personalized meetings to go over your financial statements monthly or quarterly

  • Annual 1099 filings

  • Prepare year-end tax packet

  • Phone Consultations

  • Email Support

Bookkeeping Setup and Cleanup

What’s included in a Bookkeeping cleanup:

  • A comprehensive review of the books to determine your needs

  • QuickBooks Online setup (if needed)

  • Chart of Accounts restructure/simplification

  • Bookkeeping catchup from previous years

  • Untangle personal and business expenses

  • Assist with identifying and correcting business, sales, and payroll tax errors

  • Reconciliation of all accounts to bank and credit card statements

  • Year-End Tax & Financial Assessment (Balance Sheets, Profit & Loss Statements, and Cash Flow Statements)

Advisory & Consultation Services

As a business owner, you want to build value and make your business more profitable and salable.  We specialize in advisory and business development services to accomplish just that, by implementing systems and procedures using decades of expertise in this profession helping businesses and individuals just like you.

Book a free consultation to see how we can help!