Our Services

Our Services

Discover more about our extensive range of Bookkeeping and Accounting Services. We constantly update this page, but if you still can’t find what you’re looking for, please feel free to get in touch with us – we will be more than happy to help.

Bookkeeping

Monthly key financial reports keep you aware of the financial health of your business. You will have the most accurate and up to date information to make wise business decisions. We will do all the date entry, recording income and expenses, reconciling bank accounts (including credit cards and PayPal accounts), so you can concentrate on growing your business.

Are you using cash-basis or accrual-basis accounting? We provide detailed Balance Sheets and Profit & Loss statements. Our company will save you valuable time that you can put back into your business.

Are you behind tracking financials for this year? Let's have a conversation about clean-up work to get your books current.

Stay Organized Package

Up to 50 Transactions per Month
- Free Consultation
- Record/post all business transactions
- Monthly account reconciliation (up to 3)
- Monthly balance sheet Report
- Monthly Profit and Loss Report
- Phone/Web Consultation (up to 30mins)
- Support


Need More Help Package

Up to 100 Transaction per Month
- Free Consultation
- Record/post all business transactions
- Monthly account reconciliation (up to 5)
- Monthly balance sheet Report
- Monthly Profit and Loss Report
- Phone/Web Consultation (up to 1hr)
- Support

Total Freedom Package

Up to 150 Transactions per Month
- Free Consultation
- Record/post all business transactions
- Monthly account reconciliation (up to 6)
- Monthly balance sheet Report
- Monthly Profit and Loss Report
- Phone/Web Consultation (up to 1.5hr)
- Support

Additional Add-On Services

Payroll Management

- Free Consultation
- Salary Management
- HR Management
- Employee Taxes
- Government/State Compliance

Is payroll currently a headache? Do you want to make sure you have everything in place to pay your W2 employees and/or 1099 contractors? Let us handle any payroll needs you may have.

Accounts Payable & Receivable

- Free Consultation
-Vendor bill pay services
- Customer/Client Invoicing
- Develop Workflow Processes
- Custom Invoice Template

Do you struggle getting invoices out to your customers in a timely manner? Are you anxious when it comes to paying your vendors by the agreed upon terms? Let our team work with you on appropriate workflows that will take that stress off your plate and give you freedom and peace of mind.

Tax Preparation

- Extensive Collaboration with your CPA
- Provide accurate and necessary documentation to complete taxes
- Support

Are you always scrambling at the end of the year with a shoe box of all your receipts? Let us take the burden off of you and take the end of the year tax prep off your plate. As your bookkeeper we will work hand and hand with your CPA to ensure all the appropriate financial documents are provided making it seamless for you. We will all work as a team on your behave.

QuickBooks Set-up & Training

- Free Consultation
- QBO/Desktop Account Set-up
- Data Import
- Customize QBO/Desktop Account
- Training and Support

Our Quickbooks ProAdvisor Certified Staff are equipped to help you set-up and customize your Quickbooks Online account.

Are you looking to manage your own books? Our certified staff can provide training and support so you can take on this role.


Other Services

- Clean-up/Catch-up Work
- Additional Custom Financial Reports
- Class/Job Tracking
- Project Creation and Management
- Collaboration with Other Business Professionals
- 1099 Contractors
- State Sales Tax Registration & Filings

To be able to completely serve your business needs, we also have professional partnerships that our clients can benefit from.

Lets have a conversation about other services we can provide your business.

Our Philosophy

Quality

Everything we do centers on providing services of the highest level of quality. We won’t stop until you’re 100% satisfied – that’s a guarantee.

Efficiency

We pride ourselves on our efficient procedures and solutions, but we continually strive for improvement in order to deliver results more effectively.

Fair Pricing

Satisfying customers is our top priority. Our goal is to support small business owners and provide affordable prices for every business.
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