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.

• Budgeting

• Cash flow analysis

• Advisory services

• Annual 1099-MISC 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.

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.

 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