OUR SERVICES
Full-Service Bookkeeping
Full-Service Bookkeeping includes the following three service phases: conversion, cleanup & setup, ongoing bookkeeping and closing the books at year-end.
​
​
​
Conversion, Cleanup & Setup
If you don't already have a QuickBooks Online account, we will match you to the right subscription plan. Then, setup the chart of accounts, connect your bank accounts and teach you the basics of bookkeeping workflows. If you already have an existing QuickBooks account, we will clean it up for you.
Ongoing Bookkeeping
As part of ongoing bookkeeping, we will categorize your transactions and reconcile your accounts.
Finally, we close the books, confirm the trial balance and financial statements will be provided (profit & loss and balance sheet) on a quarterly basis. Convenient virtual support also provided.
​
Tax-ready Financials
With 12 months of accurate books, your finances will be up-to-date and ready to file taxes at year end.
Advisory & Budget Analysis
Understand and improve the way your money is spent and managed.
Add-on Services
Monthly Financial Reporting
Estimated Tax Report
Payroll Services
Accounts Receivable
Accounts Payable