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.
Bank & card reconciliation
Statements matched to the books every month, so discrepancies get caught early — not at tax time.
Financial statements
Profit & loss, balance sheet, and cash flow reports, delivered in plain language.
Payroll support
Payroll processed and reconciled so the team and payroll taxes are paid accurately and on time.
QuickBooks setup & cleanup
New QuickBooks Online file setup, chart-of-accounts cleanup, and catch-up bookkeeping for accounts that have fallen behind.
Accounts payable & receivable
Bills and invoices tracked so it’s always clear what’s owed and what’s due.
Good 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.