Our Services

Schedule your call to begin your journey for a customized bookkeeping plan!

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What We Offer

We don’t believe in “one size fits all” bookkeeping. Our service is tailored to your business, your goals and your unique needs so you can have clarity and support to make confident decisions!

    • Bookkeeping Basics

      • Recording of all business transactions

      • Monthly bank and account reconciliations

      • Maintenance of general ledger accounts

    • Prepare Financial Reports Monthly

      • Profit & Loss (Income Statement)

      • Balance Sheet

      • Cash Flow Statement (So you always know where your money is going and how your business is performing)

    • Monthly Review/Strategy Call

      • One 60-minute call each month

      • Walk-through of your financial reports

      • Guidance on goals and key business decisions

    • Year-End & Tax-Ready Reports (Quarterly If Necessary)

      • Preparation of annual financial reports

      • Communication with your tax professional/CPA

      • A smooth, stress-free process during tax season

    • Catch Up

      • Few months behind on your bookkeeping and it’s stressing out? We are happy to help you get up to speed!

    • Clean Up

      • Are your prior years or months a complete disaster and you don’t know where to begin? We will get you cleaned up!

    • Invoicing Management

      • Create and manage invoices

      • Track outstanding payments

      • Follow up on unpaid invoices

    • Bill Management

      • Organize and schedule bill payments

      • Help ensure bills are paid accurately and on time

    • Sales & Use Tax Reporting

      • Gather required sales/use tax data

      • Assist in filing monthly, quarterly, or annual reports as needed

    • Custom Financial Reports

      • Additional reports tailored to your business to review together during your monthly meetings