Our Services

    • Accurate data entry and bookkeeping

    • Bank and credit card reconciliations

    • Monthly financial reports (Profit & Loss, Balance Sheet, Cash Flow)

    • Accounts payable and receivable tracking

    • Everything in Essentials

    • Payroll processing and compliance

    • Quarterly financial analysis and strategy meetings

    • Budgeting and cash flow forecasting

    • Everything in Growth

    • Tax preparation support and coordination with your CPA

    • Year-end closing and audit preparation assistance

    • Dedicated account manager for personalized service

    • Bookkeeping Cleanup - Backlog cleanup and organization of past financial records and/or correction of errors in existing financial systems

    • Personal Financial Services for Business Owners - Personal budgeting and expense tracking and/or Financial planning support for self-employed individuals

    • QuickBooks- set up for new business owners or Business Owners looking to convert to QuickBooks Online

    • Client Education and Workshop - QuickBooks Online Training, Creating resources or guides for clients to better understand their financial data, training sessions on financial literacy and bookkeeping basics

Get Information

Hop on over to questionnaire and give us a little detail on what services you are interested in going over and we will email you a link to schedule an appointment with our friendly bookkeeping experts! Whether you're crunching numbers or simply curious, we're here to make your accounting adventure delightfully easy.