Our Services
What we can do for you
Account Reconciliations
Monthly reconciliations for checking and savings accounts, as well as credit card accounts and loans.
Reporting
Financial reports prepared monthly, quarterly or at year end. Including Balance Sheet, Income Statement, Profit & Loss Statement, Cash Flow Statement and more.
Accounts Payable / Receivable
Enter bills and process payments. Generate and send invoices to customers.
Budgeting
For personal or business financial planning. We'll go over your goals and get you on track.
Coaching
If you would like to do your own bookkeeping but need some guidance, training, advice, a sounding board, have questions, whatever you need we are here for you.
Revenue & Expense Tracking
Handle entry of all revenue earned and the resulting expenses.
Catch up / Clean Up
If you've never looked at, kept track of, or managed your books or if you have just fallen behind, we can fix it and get you on track.
Payroll
Manage regular payroll for employees.
Need something else? Just ask!
Packages
Packages can be customized as per your needs. Contact us to discuss your bookkeeping needs and to create a package that is right for you.
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Not sure of your bookkeeping needs or your current package not giving you all that you want? We can always adjust your package if it is not meeting your needs.
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Packages do not include budgeting or clean up, these will be billed at an hourly rate.
Why Packages Over an Hourly Rate?
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Packages:
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Offers a straight forward consistent monthly price and value for your money
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No hourly tracking required
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You pay the same price whether it takes us 10 hours or 20 hours per month
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Hourly rates can be discussed upon request.
Get Started Right Package ​
Customize your Quickbooks Online Account
Set up your Chart of Accounts
2 hours of one-on-one training
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Coaching Package
​Monthly/Quarterly review of your books.
1 Hour follow up with advice of where to improve
1 hour Q & A time