Services
Bookkeeping, handled end to end.
From the first bank feed to the reports a CPA asks for at tax time — here’s what’s included.
Monthly bookkeeping
Every transaction reviewed and categorized, and the general ledger kept current and audit-ready.
Why it mattersBank & card reconciliation
Statements matched to the books every month, so discrepancies get caught early — not at tax time.
Why it mattersFinancial statements
Profit & loss, balance sheet, and cash flow reports, delivered in plain language.
Why it mattersPayroll support
Payroll processed and reconciled so the team and payroll taxes are paid accurately and on time.
Why it mattersQuickBooks setup & cleanup
New QuickBooks Online file setup, chart-of-accounts cleanup, and catch-up bookkeeping for accounts that have fallen behind.
Why it mattersAccounts payable & receivable
Bills and invoices tracked so it’s always clear what’s owed and what’s due.
Why it mattersGood to know
Books are kept on a cash basis, not accrual. If a business is required to use accrual-basis accounting, an in-house bookkeeping team is recommended instead.
Tax preparation and filing are CPA services and aren’t part of what’s offered here — but the books will always be clean and ready to hand off to a CPA at tax time.
QuickBooks Certified ProAdvisor
Trained and certified directly on QuickBooks Online, so the file is set up right and stays that way.