Our Promise
When you work with us, here's what you get:
Visibility and Awareness into Your Numbers
We keep your books up to date and accurate so that you always have a clear picture of where you stand financially and can make informed business decisions.
Monthly Reporting
We provide a standard reporting package each month: Profit & Loss, Statement of Cash Flows, and a Balance Sheet, along with your A/R Aging and A/P Aging reports.
Tax Ready Books
You've got enough on your plate! We'll ensure your books are ready for your tax pro at the end of the year and prepare the reports and information they'll need to file your taxes. We'll even be the liaison between you and your tax pro for a painless tax filing season for your business.
Our Services
Quickbooks Online Setup
We will start with an initial Strategy Session to discuss your business's unique needs. We'll create and optimize your account for you, customizing your Chart of Accounts and connecting your bank accounts. We also provide a 30-minute training session on basic use of the software for those looking to DIY their books.
Cleanup/Catch-up
Fallen behind on updating your books? Or are your books so messy you don't know how or have the time to clean them up? That's where we come in! We will work with you to get your books cleaned up and caught up and provide you with your financial reports so you have a clear picture of your business's financial health.
Ongoing Monthly Bookkeeping
We record all your transactions each month, taking this task off your already full plate. We reconcile all your bank, credit card, and loan accounts so you can be sure your books are accurate. You will receive your financial reports in a timely manner with an optional consultation call so you can understand your numbers, gain actionable insights, and make informed financial decisions.