Services
Recording every monthly transaction
Reconciling credit cards and bank statements
Producing a monthly balance sheet and P&L
Your price is based on your volume. Don’t hesitate to get in touch with me so we can discuss.
For New Clients
Current year annual forecast/budget and cash flow statement – after the monthly information is input.
Please remember – you can not plan the present until you look into the future.
Catch Up Bookkeeping
We know that your expertise lays elsewhere, so that’s what we’re for! Got a bit behind recording transactions? No problem! Are your spreadsheets out of date? No worries! We will get it all sorted out for you.
- We bring your financials up to date
- Complete an accurate picture of your business
- Gives you peace of mind
QuickBooks Software Setup
Need help setting up Chart of Accounts or customized reports in QuickBooks? Or integrate QuickBooks with popular apps in the market? We have you covered. We help set up QuickBooks and other software integrations related to bookkeeping (QuickBooks Online, QuickBooks Payroll, Gusto, Expensify, Bill.com, Stripe, and others).
Tax Season Made Easy
Let our team manage your taxes with detailed preparation and reliable results. With an eye for deductions, we’ll make sure you don’t overpay while ensuring accurate filings. With easy access to your monthly reports, we help you understand the tax implications of your financial transactions and provide you with long-term tax-saving strategies, so you only pay what is fair.