Services
Monthly Bookkeeping
Keep your books accurate, organized, and up to date so you can spend less time in QuickBooks and more time running your business.
Transaction Categorization — Accurate recording and categorization of business income and expenses.
Bank & Credit Card Reconciliation — Monthly reconciliation of bank, credit card, loan, and other applicable accounts.
Receipt & Document Management — Organization and matching of receipts, invoices, and supporting documents to transactions.
Accounts Payable — Tracking vendor bills and upcoming payments so you know what you owe and when it's due.
Accounts Receivable & Invoicing — Customer invoicing and tracking outstanding balances and payments.
Monthly Financial Reports — Profit & Loss, Balance Sheet, and other reports that help you understand how your business is performing.
QuickBooks Online Management — Ongoing maintenance of your QuickBooks file, including account organization and routine bookkeeping adjustments.
1099 Contractor Tracking — Keeping vendor and contractor records organized throughout the year to make year-end 1099 preparation easier.
Payroll Coordination — Recording and reconciling payroll activity and working with your payroll provider to keep payroll-related accounts accurate.
CPA & Tax Preparer Coordination — Keeping your books organized and working with your tax professional to make year-end and tax preparation smoother.
Cleanup & Catch-Up Bookkeeping
Behind on your books? We'll help get them back in order.
This can include categorizing past transactions, reconciling prior periods, correcting bookkeeping errors, cleaning up the chart of accounts, identifying duplicate or missing transactions, organizing outstanding receivables and payables, and preparing the books for your CPA or tax preparer.
QuickBooks Setup
For new businesses or businesses moving to QuickBooks:
QuickBooks Online setup, customized chart of accounts, bank and credit-card connections, opening balances, customer/vendor setup, and development of a simple bookkeeping workflow for your business.
Straightforward Pricing Based on Your Business
Every business is different. Monthly bookkeeping fees are based on the volume and complexity of your books, including transaction volume, number of accounts, and the services you need.
After a short discovery call and review of your current bookkeeping, you'll receive a fixed monthly quote before any work begins. No surprise hourly bills.