Use this area to give a brief summary of the services you offer.

monthly bookkeeping

Monthly bookkeeping

$95/hr

Minimum 20 hours a month

Transaction Posting/Categorization

Balance Sheet Account Reconciliations

Financial Report Generation

Year-End Tie Out in preparation for tax

Our Monthly Bookkeeping service is designed to keep your business finances organized, accurate, and up-to-date. We handle all the essential tasks such as transaction categorization, ensuring every expense and income is correctly recorded. We also perform regular account reconciliations to match your records with bank statements, helping to catch errors early and maintain financial integrity. Each month, you'll receive comprehensive financial reports that provide clear insights into your business’s performance, making it easier to understand where your money is coming from and where it’s going.

With our ongoing monthly reviews, we help you stay compliant with tax laws and regulatory requirements, reducing the risk of costly penalties. This service enables you to track key financial metrics consistently, empowering you to make informed decisions based on accurate and timely information. Whether you're aiming to improve cash flow, plan for growth, or prepare for tax season, keeping your books meticulously maintained and reviewed is our priority—so you can focus on what you do best: running your business.

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bookkeeping clean up

bookkeeping clean-up

$95/hr

Minimum 5 hours

Thorough Review of existing books

correction of errors & discrepancies

Bring records up-to-date

clean financial reports ready for tax preparation

Are your books a "Hot Mess?" Our Bookkeeping Clean Up service is designed to bring your outdated or disorganized financial records up to date, giving you peace of mind and confidence as tax season approaches. We start by thoroughly reviewing your existing books, reconciling past transactions to ensure all the entries are accurate and complete. Any errors, discrepancies, or missing information are corrected promptly, so your financial data reflects a true picture of your business’s finances. This process helps eliminate confusion, prevent potential audits, and set a solid foundation for ongoing bookkeeping.

Once the cleanup is complete, you'll have a set of clean, organized, and tax-ready books that make filing your taxes straightforward and stress-free. With accurate records in place, you’ll save time during tax season and avoid last-minute scrambling to gather data. Our goal is to provide you with clarity and confidence, so you can focus on growing your business instead of worrying about financial chaos. Ready to get your books in shape? We’re here to help make the process smooth and seamless.

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Quickbooks Pro-Advisor Consulting

quickbooks pro-advisor consulting

$75/hr

Minimum 2 hours

New file set-up or migration

chart of accounts review

Integration of third-party applications

General quickBooks education

Our QuickBooks Pro-Advisor Consulting service provides you with expert guidance from a Certified QuickBooks ProAdvisor to help you make the most of your accounting software. Whether you're just getting started and need assistance with setting up your account correctly, or you're looking to streamline your workflow for better efficiency, we’re here to assist. We’ll review your current setup, offer tailored recommendations, and customize your QuickBooks environment to fit your unique business needs. Our goal is to ensure your software is configured for accuracy, ease of use, and reliable financial reporting.

If you’re experiencing issues or encountering errors in QuickBooks, our troubleshooting expertise can save you time and frustration. We’ll identify the root of the problem, resolve technical glitches, and help you avoid common pitfalls that can compromise your data. With our guidance, you’ll gain confidence in managing your finances, improve your bookkeeping accuracy, and optimize your workflow for smoother daily operations. Let us help you leverage QuickBooks more effectively so you can focus on growing your business with confidence.