Bookkeeping Setup
Starting a new business can be challenging. We can establish your bookkeeping system and provide guidance on effectively using the software.
Catch-Up &/or Clean-Up
We know it’s easy to fall behind or make mistakes with bookkeeping. Our mission is to review your financial history, bring your records up-to-date, and provide ongoing support to keep your finances accurate and current.
Training for QuickBooks
Monthly &/or Quarterly Reviews
Gain a deep understanding of QuickBooks with the expert guidance of a Certified QuickBooks ProAdvisor!
Experience one-on-one training designed specifically for business owners and bookkeepers!
Monthly &/or Quarterly Reviews
Monthly &/or Quarterly Reviews
Designed for business owners who prefer to handle operations independently or companies with in-house bookkeepers, we offer an additional layer of security, along with the necessary guidance to prevent costly errors. This ensures peace of mind, knowing that everything is well-organized and under control.
- Review of all transactions
- Reconcile bank & credit card accounts
- Review & Reporting - A/R
- Review & Reporting - A/P
- Financial Statements
- Monthly or Quarterly Reviews/Consultations
Full-Service Bookkeeping Services
Choose as few or as many services as necessary to reduce the workload of your office team and ensure accuracy and timely recording of all transactions.
- Categorize/Enter Transactions
- Invoicing
- Accounts Payable
- Accounts Receivable
- Bank Reconciliations
- Financial Statements
- Journal Entries
- Sales/Excise/Use Taxes
Employees & Benefits
Regular reviews of employment files and I-9 documents are necessary to confirm that all mandatory documentation is properly filed and current. This includes:
- I-9 document verification and updates
- Employee benefits and deductions reviews
- Benefit liability and expense account analysis
- Collaboration with third-party payroll services
- Payroll & HR Assistance
