Our Services
Our services are best tailored for small businesses that want to keep track of their financials and be ready for tax season.
We do not currently offer payroll services.
Monthly Bookkeeping
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For up-to-date books only. See clean-up if needed.
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Process monthly transactions
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Monthly bank reconciliations
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Communicate with your tax accountant as needed
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Provide monthly financial reports
Accounts Payable
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Keep track of Accounts Payable
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Process bill payment
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Weekly or monthly basis
1099's
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Track vendors with $600 or more and provide a monthly or weekly report.
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Ask vendors for W9s
One-Time Clean-Up
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For books that have not been reconciled for more than 30 days.
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Provide updated bank reconciliations
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Book journal entries as needed
Accounts Receivables
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Keep track of Accounts Receivable
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Send out overdue invoices to customer
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Weekly or monthly basis
Budgeting
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Create a budget to keep track of expected revenue and expenses
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Compare and point out items that are off track. Adjust budget as needed.
One-Time Accounting Software Set-Up
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Set up a cloud file system.
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Customize Chart of Accounts.
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Move old information to QuickBooks Online.
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One time in person or zoom meeting.