Our Services

Our bookkeeping services ensure accuracy and compliance while providing you with the financial insights needed to make informed business decisions. Trust us to streamline your financial processes, so you can focus on what truly matters—growing your business.

Get Started

Getting Started

  • Meet to discuss your business, accounting software & goals

  • QuickBooks setup & customization (chart of accounts, company information, preferences, etc.)

  • Link all financial institutions for streamlined & accurate transaction tracking

  • Organize & input existing transactions to bring your accounts current

  • Hourly Rate

This option is ideal for: new business owners, established businesses transitioning to QuickBooks or anyone who wants peace of mind knowing their books start with accuracy.

Clean-Up

  • Identify errors, duplicates or missing transactions

  • Organize & input existing transactions to bring your accounts current

  • Correct misclassified income & expenses

  • Fix unapplied payments & deposits

  • Produce a corrected Profit & Loss and a Balance Sheet that truly reflect your business health

  • Guidance on keeping books clean moving forward to avoid repeat issues.

  • Hourly Rate

This option is ideal for: businesses that have fallen behind on their bookkeeping or business owners who aren’t confident their numbers are accurate.

Monthly Support

  • Download & categorize monthly transactions

  • Monthly reconciliations of accounts to ensure accuracy

  • Monthly financial statements emailed to client

  • Monthly correspondence with client regarding financial status

  • We will serve as a liaison between you & your accountant throughout the year

  • You will receive priority support; quick responses to questions about your books, transactions or QuickBooks

  • Monthly Rate

This package is ideal for: business owners who want accurate & timely financials without the stress, business owners who need organized books for tax season, or business owners who want peace of mind knowing their numbers are always current.

Additional Services

  • Accounts Receivable Management

    • Create & send invoices

    • Track open invoices & overdue accounts

    • Record customer payments & deposits

    • Provide aging reports to show customer balances

  • Accounts Payable

    • Enter & track vendor bills

    • Monitor upcoming due dates to avoid late fees

    • Record Bill Payments

    • Maintain an organized record of vendor balances

  • Monthly Rate

This package is ideal for: business owners who want professional management of billing & payments, businesses that struggle with late-paying customers or missed vendor deadlines, or businesses looking to strengthen cash flow & maintain accurate records for decision-making.

*Services Not Offered*

We don’t currently offer tax preparation, manual payroll (we work in conjunction with your current payroll company), or legal business advice.