Services
Full-Service Bookkeeping
When you don’t have the time, energy, or desire to handle the bookkeeping yourself.
Regular bookkeeping will keep your books accurate and up to date, so you’ll be able to make confident financial decisions. Minimize your expenses, limit your liabilities, and maximize your profit. Includes:
Financial reports
Year-end financial reports for your CPA
Record & categorize transactions
Reconcile bank & credit card accounts
Custom Package Add-Ons
When full-service bookkeeping just isn’t “full” enough, additional services are available.
These add-ons allow us to tailor your support so your systems truly match the way your business operates.
• Budgeting
• Cash flow analysis
• Advisory services
• Annual 1099 filing
• Sales tax filing
• Payroll management
• Accounts Payable
• Accounts Receivable
Historical Cleanup
You cringe at the thought of dealing with your finances, so you put it off. And now you’ve fallen so far behind that you’re not sure how to untangle the mess.
Let’s get you cleaned up, caught up, and ready for the next level of success – no matter how far behind you are.
Clean up and categorize past transactions
Reconcile bank and credit card accounts
Correct errors and uncategorized activity
Bring your books up to date for tax filing or reporting
Organize your financials so you can confidently move forward
Setup & Training
Set yourself up for success by learning the skills and healthy money habits to avoid pitfalls down the road.
You’ll get a customized QuickBooks Online file, help setting up an efficient bookkeeping workflow, and training on the features of QuickBooks you’ll need to succeed.
QuickBooks Online setup customized to your business
Chart of accounts creation and organization
Workflow and system setup for day-to-day bookkeeping
One-on-one training so you understand your numbers
Guidance on best practices to keep your books clean going forward
“Shannon is my Go-To for big projects, messy clean up accounts, and other monthly bookkeeping clients.
Her attention to detail is amazing, she is a great communicator, and as a bonus, she is absolutely lovely to work with.”
~ Dawn S. - CPA