Our Services

Bookkeeping

Managing your financial operations is crucial to your success, and it’s required for every business. Reconciling accounts, preparing balance sheets, combing through transactions to make sure everything is in the correct tax category… you didn’t start a business to do that. You need someone you can trust.

Our experienced QuickBooks Experts come alongside you to streamline your operations and optimize your financial performance.

Bookkeeping Service Includes:

  • Maintaining Journals and Ledgers

  • Bank, Credit Card, Loan, Trust and IOLTA Account Reconciliations

  • Recording QuickBooks or 3rd Party Payroll

  • Recording Integrated 3rd Party Apps

  • Monthly Balance Sheet, Profit & Loss (Income) Statement, and Statement of Cash Flows

  • Tax-Ready Statements for Your CPA

  • Optional Monthly Meetings to Discuss Financial Reports

Clean Up/Catch Up

If your books are behind, you already know that can be a big issue with banks and ultimately the IRS. We can get you up to date and set you up for success.

Includes:

  • Review Current Bookkeeping (if in place)

  • Catch Up Prior Months of Records

  • Establish a Bookkeeping System That Works For You Going Forward

The Results

  • Know where your business makes money so you can focus on growing

  • Have up to date documents for banks when financing is required

  • Manage Trust/Iolta Accounts

  • Track Tax Deductions so you are Tax-Ready

  • Take Bookkeeping off your busy schedule

  • Get back to your business