Monthly Bookkeeping

For business owners who want accurate, up-to-date financial information every month. Services include:

• Transaction posting and categorization.

• Bank and credit card reconciliations.
• Monthly financial reports (P & L, Balance Sheet, Cash Flow, Equity).
• Period close.
• 1099s & tax compliance support.

Highlights:

• Ongoing support & communication.
• Coordination with you and your tax professional.

Catch-Up & Clean-Up

If your bookkeeping has fallen behind or is inaccurate, we will get you back on track. Services are perfect if:

• You are months or years behind.

• Your books don’t match your bank accounts.
• Your tax preparer needs clean records for filing.
• You are planning for financing or growth.
• Chart of Accounts are a mess.

Highlights:

• One-time service.
• Customized pricing.
• Get it done the right way.

New Business Setup

Starting a business? Start with a strong financial foundation.

• Accounting software setup.

• Chart of accounts customization.
• Workflow and best-practices guidance.
• Basic bookkeeping training.

Highlights:

• Ideal for startups and entrepreneurs.
• Gain a trusted partner.

Advisory & Accounting Services

More than just bookkeeping. Advisory services include:

• Financial report & budget analysis and recommendations.
• Accounting treatment research and recommendations.
• Tax planning, compliance, and payroll services.
• Inventory, payables, and receivables management.
• Internal control process reviews and recommendations.

Highlights:

• Customize the support you need.
• Minimize financial management costs for growing businesses.