Bookkeeping Solutions

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Set Up & Monthly Solutions

  • Initial setup in QuickBooks Online or Xero with a customized Chart of Accounts
  • Recording and reconciling transactions through bank and credit card feeds
  • Monthly or quarterly preparation and review of three financial statements (Balance Sheet, Income Statement and Statement of Cash Flows)
  • Cloud-based collaborative receipt and document management
  • Unlimited email support
  • Monthly telephone or Skype consultations
  • Direct communication with your CPA or tax professional with annual reports making tax time a breeze

Historical Clean Up

A common problem for many businesses is falling behind on your bookkeeping. This can cause overwhelming financial chaos. As your bookkeeping professional, I will step in to reconcile your records whether it's just a couple of months or even a few years.

Accounts Receivable & Accounts Payable

Accounts Receivable is money owed to you. Do you have outstanding invoices due from clients or customers? Do you have procedures set up to remind you when those invoices come due? With the solutions I set up, I will be able to track these accounts to make sure you are collecting the money you are owed in a timely manner.


Accounts Payable are bills that you needs to pay. I will set up a system to ensure your accounts are paid on time so you can avoid delinquent accounts, late fees, and additional interest expenses.

Budgeting & Benchmarking

All business owners should utilize a budget. Let's create a customized financial roadmap to set boundaries and limit expenses so that your business can reach its financial goals.

 
How does your business compare to similar types of businesses? Benchmarking will answer that question for you.

Additional Services

  • Payroll assistance
  • Inventory management
  • Sales tax set up and management

Schedule a Free Consultation