Our Services

Ready to take the stress out of your financial management? Book a convenient appointment with us today and let our friendly experts guide you to smoother bookkeeping solutions tailored just for you.

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Set-up

Setup: We offer initial setup for basic accounting tasks. Includes:

  • Chart of Accounts (COA),

  • Bank and credit card feeds.

  • Subscriptions, including invoice tracking.

  • Settings for:

    • Invoice setup

    • Loan statements

    • Amortization

Payroll

Payroll: Let us set up your payroll accounts

  • QuickBooks Payroll Subscription

Financial Statements

Monthly maintenance to keep you up-to-date

  • Monthly statements

    • Profit/Loss

    • Balance Sheets

    • Overdue AR/AP notices

    • Inventory analysis

  • End-Of-Month tasks

Maintenance Level 1

Let us help you with our one-time maintenance package! We can help with the following:

  • Catch-up services - bring your financials current

  • Set-up for monthly maintenance

  • Clean-up Services to prepare for the next fiscal period

  • Reconstructing books since your last filing

Maintenance Level 2

Let us help you prepare for the next reporting period. We can prepare:

  • Statements

    • Profit/Loss

    • Balance Sheets

    • Overdue AR/AP notices

  • Year-End Tasks

    • Close Books

    • Inventory

Subscription Set-up

We’ll help you set up your subscriptions to QuickBooks.

  • Free Consultation

  • Free Quote

Year-End Tasks

Year-End Tasks

  • Close Books

  • Financial Statements

  • Inventory analysis

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