One on One Consultation Call

Meet with our Lead Bookkeeper for 30 minutes to learn about your business.

Wholesale QuickBooks Subscription

We help you set up QuickBooks Online or upgrade it, if necessary.

Overall Account Assessment

We assess your account for any errors before we begin regular work.

Problem Account Cleanup & Completion

Identify and resolve problem transactions and account balances, as well as complete previous tasks.

Record & Categorize Monthly Transactions

Reconciling transactions with your bank account and keeping track of spending.

Monthly Receipt Tracking

We attach your receipts to your transactions in QuickBooks for future reference.

Prepare and Send Financial Statements

We provide you with monthly, quarterly, and yearly income statements, balance sheets, and cash flow statements.

Tax Paperwork Preparation & Submission

All necessary documents are collected, packaged, and sent to your tax accountant.