Services

Personalized bookkeeping that brings clarity and peace of mind.

Monthly Bookkeeping & Bank Reconciliation

We will categorize income and expenses, record deposits and payments, and reconcile your bank and credit card statements to catch any errors or missing entries. Regular reconciliation not only ensures your financial data is up to date but also helps identify potential issues early. By maintaining accurate books, you’ll always know where your business stands financially, and you’ll have reliable reports ready for decision-making and tax time.

Financial Reports & Analysis

Through monthly or quarterly financial reports (like profit and loss statements, balance sheets, and cash flow statements), we help you understand where your business is performing well and where improvements can be made. These reports are essential for planning, budgeting, and preparing for taxes. We will also highlight trends—such as rising expenses or declining margins—so you can make informed business decisions before issues become problems.

If your books have fallen behind or haven’t been organized properly, we can perform a thorough cleanup to bring everything up to date. This involves reviewing past months (or years) of financial records, reconciling accounts, correcting errors, categorizing transactions, and organizing your books so they’re accurate and compliant. Cleanup services are especially valuable before tax season or when preparing for a loan, audit, or business sale.

Bookkeeping Clean up's and Catch up's

AP & AR Management

Diagnostic Reviews

QuickBooks Set up & Training

We manage accounts payable by accurately recording vendor invoices, matching them to purchase orders, scheduling and processing payments on time, and reconciling vendor statements to keep records up-to-date. For accounts receivable, we issue and track customer invoices, record payments received, follow up on overdue balances, and maintain an accurate ledger of money owed to the business. This supports healthy cash flow and financial reporting.

A detailed examination of your financial records and bookkeeping processes can be performed to assess accuracy, completeness, and compliance. The goal is to identify errors, inconsistencies, or inefficiencies in the current bookkeeping system and uncover potential risks or gaps in financial data management. This serves as a foundation for corrective bookkeeping work or ongoing financial management, helping ensure your books are reliable for decision making and tax compliance.

A one‑time QBO onboarding package that includes full account setup, tailored chart of accounts and lists, bank feed connection, plus 1–3 live training sessions and a simple “how‑to” checklist so you can handle routine bookkeeping going forward. This service will help your business get QBO configured correctly from day one and then teach you how to use it confidently for day‑to‑day bookkeeping.