Our Services
Monthly Bookkeeping
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General ledger maintenance: Recording and organizing financial transactions into appropriate accounts.
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Revenue & Expense tracking: Monitoring and categorizing income and business expenses to provide accurate financial records.
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Bank reconciliation: Comparing and reconciling bank statements with company records to ensure accuracy.
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Financial statement preparation: compiling balance sheets, income statements, and cash flow statements.
Add on Services
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Accounts receivable management: Tracking and managing customer invoices, payments, and outstanding balances.
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Accounts payable management: Tracking and managing vendor invoices, payments, and outstanding balances.
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Payroll processing: Calculating and distributing employee wages through payroll software.
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Prepare W2's and 1099's at year end.
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Please note that the scope of bookkeeping services can vary depending on the needs of a business or organization.
QuickBooks Training Services
Whether you're brand new to QuickBooks or ready to sharpen your skills, our customized training sessions empower you to confidently manage your own bookkeeping. We offer personalized 1:1 sessions, team workshops, and ongoing support. Learn to navigate QuickBooks Online, run insightful reports, manage invoices, and keep your books clean and accurate — with expert guidance every step of the way.
Catch Up/Clean Up Bookkeeping
Reviewing and rectifying existing financial records to ensure accuracy, organization, and compliance. These services are typically required when there are significant discrepancies, errors, inconsistencies in the financial records, or when the books have been poorly maintained.
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Clean up bookkeeping services help bring financial records back in order, providing a solid foundation for ongoing bookkeeping and ensuring reliable financial information for decision-making, tax filings, and financial reporting.