Bookkeeping Solutions

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Set Up & Monthly Solutions

  • Initial setup in QuickBooks Online 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 Flow)
  • Cloud-based collaborative receipt and document management
  • Unlimited email support
  • Monthly telephone or Zoom video consultations
  • Direct communication with your CPA or tax professional with annual reports making tax time a breeze

Review & Advise

Are you unsure of the current state of your books? Or do you know that your books are messy but are unsure how to fix them? Well, enter our Review & Advise service. This is a comprehensive review of your books, not a quick, 15-minute once-over. It's a deep dive into the state of your books down to every last detail. After the review, we will provide you with a detailed report which we will go over together. We will discuss the findings of our review,  recommendations for cleaning up and maintaining your books, and pricing for those services.

Historical Clean Up or Catch Up

A common problem for many businesses is falling behind on your bookkeeping. This can cause overwhelming financial chaos. As your bookkeeping professional, we 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 we set up, we 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 need to pay. We 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.

Additional Services

  • Payroll
  • Sales Tax
  • QuickBooks Online Training