Our Services

QuickBooks is our preferred bookkeeping software. We offer the following services.

Bookkeeping Setup

  • Are you starting a new business?

  • Are you migrating from another system?

We handle the complete configuration, including chart of accounts customization specific to your industry, linking bank and credit card accounts, and establishing proper opening balances, so you can start recording transactions accurately.

Catch Ups

  • Are you missing months or years of transactions in your books?

  • Are you behind on reconciling your accounting software with your bank or credit card account(s)?

We bring your books completely up-to-date and accurate for year-end, tax filing(s), or loan applications.

Monthly Bookkeeping

  • Reconcile your bank and credit card accounts.

  • Categorize your transactions.

  • Manage accounts payable / accounts receivable.

  • Track sales tax and prepare monthly/quarterly filings.

  • Provide reports to give you insights that help you grow your business.

Focus on running your business while we handle the day-to-day financial details.

Clean Ups

  • Are you worried that your books contain errors, duplicate transactions, or miscategorized transactions?

  • Have you had an inexperienced person handling your books?

We correct mistakes and organize your current records.