We handle the books, you handle the business
WORK WITH Us
Monthly Services
Categorize all business transactions accurately
Reconcile checking, savings, and credit card accounts
Generate detailed Profit and Loss statements (monthly, quarterly, and annually)
Provide an up-to-date Balance Sheet for a clear financial snapshot
Bookkeeping Clean-Up
Reclassifying and recategorizing incorrectly entered items
Reconciling bank, credit card, and loan accounts
Identifying and correcting duplicate or missing entries
Cleaning up your chart of accounts for clarity and simplicity
Preparing updated financial reports (Profit & Loss and Balance Sheet)
Quickbooks Online Account Setup
Setting up your QuickBooks Online account
Customizing the chart of accounts to match your industry
Connecting bank and credit card feeds
Setting up customers, vendors, and products/services
Configuring user permissions and settings
Ensuring your account is ready for efficient, accurate bookkeeping