Outsourced Bookkeeping
We tailor custom packages to match your financial needs, ensuring tidy books and precise reports for informed decision-making and IRS compliance.
Categorizing all Income & Expenses
Industry-based categorization of transactions. Keeping everything organized and ready for review.
Monthly Reconciliation
Ensuring that every penny is accounted for and reconciled with your bank statements. Not a penny goes unmatched!
On Going Review and Discussion
We will regularly review your key reports: the profit and loss, the balance sheet, and the statement of cash flows.
Software Set Up
New to QuickBooks? Not sure where to begin? Allow us to create a custom industry-specific system to ensure a pristine workflow.
Clean Up or Catch Up’s
Whether things have fallen behind or the books are in complete chaos, we can help you get things back in order and running smoothly.
Accounts Payable
Let us help you avoid top bleeding expenses (late fees) by ensuring all vendors are being addressed and bills are paid on time.
Receipt Management
Organized, tracked, and filed their corresponding transaction through our 3rd party vendor, Dext. No more scrambling during tax season
Payroll Support
Teaming up with our trusted 3rd party vendor, Gusto, we offer setup assistance and smooth-running training for payroll operations. We’ve got you covered!
Account Receivables
Without the money rolling in, cash flow can take a big hit. We can assist you with all invoicing: creating, sending, and tracking your payments.
But that’s not all!
With each monthly package, you’ll also get email support for those quick questions and a comforting monthly 30-minute call whenever you need extra guidance.
And here’s the best part: think of us as your family member away from home, always here to ensure you fully understand your books and feel supported every step of the way.