Services
Catchup/Cleanup
Tired of stress because you’ve fallen behind, not confident in your DIY books?
Get Books Current, Multiple Reconciliations, Code/Classify Transactions
Tidy Up Messes, Get Your Financial Systems Up To Date
Annual Reports For Your Tax Preparer: Ensure Compliance, Maximize Deductions
Monthly Bookkeeping
Basic Data Transactions Entry, Journal Entries
Monthly Reconciliations: Matching Transactions, Book vs. Bank Balance
Monthly Statements: Balance Sheet, Income Statement, Statement of Cash Flows
Monthly Consultation: Review Monthly Financials, Ask/Answer Questions
Partner With Your Payroll Provider
Services NOT Offered
We are a 100% Virtual Firm – You don’t have to be local for us to serve you!
Legal Business Advice – We are not attorneys.
Tax Preparation – We partner with your tax preparer to save you money.
Manual Payroll – We work with your payroll company – ADP, Gusto, etc..
On-site Bookkeeping – We are 100% virtual and serve you from our offices.