Supporting your business beyond the books
Any standard bookkeeping service can hand over a statement listing all of your financial data, but then leave you with more questions than answers.
Bringing clarity to your finances is what we do best. In addition to taking bookkeeping tasks off your plate, we breakdown what your data means and how you can leverage it to take your business to the next level.
Our Services
-
We will dig into your books to diagnose all work necessary to clean-up and make your file accurate and current.
-
Tracking and recording financial transactions for your business, ensuring that all financial information is accurate and up to date.
Reconciliation of bank and credit card statements
Receipts and payments reconciliation
Maintain data feeds in QBO
Production of monthly standard financial reports (Balance sheet, income statement, statement of cash flows) and specialty reports where applicable
Monthly strategy meetings to interpret financial reports
Troubleshooting & support
-
This service covers the time needed to retroactively enter data for each month already passed this fiscal year that has not already been entered into QBO.
A 50% discount is offered when bundled with ongoing bookkeeping services
-
Priced per-month requiring fixing.
50% off if bundled with ongoing maintenance bookkeeping
-
We manage the backend of your payroll process using platforms like QuickBooks Payroll or Gusto, so you don’t have to. While the software handles tax filings and direct deposits, we simply make sure the right info goes in, the numbers are accurate, and everything runs on time.
Set up and manage payroll schedules in your payroll software
Prepare and submit draft payroll each pay period for your approval
Sync payroll data with your books for clean, up-to-date reporting
Flag any issues and keep you in the loop—no surprises
We don’t work directly with employees or handle tax filings ourselves, but we make sure the tools you're already paying for are doing their job.
-
From invoicing to follow-ups, we keep your receivables clean, timely, and easy to track.
Create and send branded, accurate invoices
Track open invoices and payment status
Send reminder emails for overdue payments
Keep your books updated with real-time A/R balances
You're still the point of contact for clients when it comes to collections or disputes—but we make sure nothing slips through the cracks.
-
We manage your payables so you can keep vendors happy and cash flow in check.
Enter and categorize vendor bills accurately
Track payment due dates and flag upcoming deadlines
Maintain organized vendor records for audit readiness
Sync all bill payments with your bookkeeping
You retain full control over when and how bills get paid—we just make sure you’ve got all the info you need to make timely decisions.
