How Can We Serve You?
Chances are, you are here because your books are not where your passions lie. That’s okay because the numbers are what we love! Let us help manage your books so that you have accurate and timely financial data when you need it. And you can get back to doing what you do best!
Everyone’s business is unique. Schedule a free consultation so that we can set you up with a package that best suits your needs.
The following services are included in all monthly bookkeeping packages:
- Categorize receipts
- Record and categorize transactions
- Bank and credit card reconciliations
- Monthly financial reports (Balance Sheet, Income Statement, Statement of Cash Flows)
- Client Portal for asking and answering questions
- Unlimited email support – quick response time – We are here for you!
- Quarterly virtual meeting to discuss financials
Other services not listed here can be discussed and added as needed.
We can set you up on Quickbooks Online so that you can then take the reins. We’ll set up your Chart of Accounts, connect bank feeds, and set up any other tools and processes you or your business may need to stay organized and up to date.
Whether your books are just a bit behind or a little more than you’d like to admit, we’ve got you covered. The first step in having a clear picture of your business now and going forward is to get your books caught up. Let us make sense of the mess and get you back on track.