Services

Monthly Services

Our monthly bookkeeping services are designed to keep your finances organized and up to date so you can focus on growing your business. Each month, we:

  • Categorize all business transactions accurately

  • Reconcile checking, savings, and credit card accounts

  • Generate detailed Profit and Loss statements (monthly/quarterly, and annually)

  • Provide an up-to-date Balance Sheet for a clear financial snapshot

Stay informed and confident with reliable financial reporting and clean, well-maintained books every month.

BOOKKEEPING CLEANUP

If your books are behind, disorganized, or inaccurate, our Bookkeeping Cleanup service can get you back on track. We’ll review, organize, and correct your financial records to ensure they’re accurate and ready for confident decision-making. This service includes:

  • Reviewing past transactions for accuracy and consistency

  • Reclassifying and recategorizing incorrectly entered items

  • Reconciling bank, credit card, and loan accounts

  • Identifying and correcting duplicate or missing entries

  • Cleaning up your chart of accounts for clarity and simplicity

  • Preparing updated financial reports (Profit & Loss and Balance Sheet)

Perfect for businesses that need to catch up, prepare for tax season, or hand off clean books to a new accountant.

QUICKBOOKS ONLINE ACCOUNT SETUP

Start your bookkeeping off right with a customized QuickBooks Online setup. We’ll create a clean, organized foundation tailored to your business needs. Our setup service includes:

  • Setting up your QuickBooks Online account

  • Customizing the chart of accounts to match your industry

  • Connecting bank and credit card feeds

  • Setting up customers, vendors, and products/services

  • Configuring user permissions and settings

  • Ensuring your account is ready for efficient, accurate bookkeeping

Whether you're new to QuickBooks Online or migrating from another system, we’ll get you set up quickly and correctly for long-term success.