Our services
Bookkeeping that keeps your business moving forward.
Practical, dependable support for service-based business owners who want accurate records, clear financial information, and fewer bookkeeping distractions.
01Monthly bookkeeping
A dependable monthly process that keeps your financial records accurate, reconciled, and ready when you need them.
- ✓ Transaction categorization
- ✓ Bank and credit card reconciliations
- ✓ Monthly financial statements
- ✓ Monthly maintenance and review
02Catch-up & clean-up
When your books are behind or inconsistent, we organize the past so you can move forward with confidence.
- ✓ Review of your current bookkeeping setup
- ✓ Reconciliation of outstanding periods
- ✓ Correction of categorization issues
- ✓ Preparation for reliable ongoing bookkeeping
03A/R and A/P tracking
Clear tracking of money coming in and bills that need attention, helping you stay organized and protect cash flow.
- ✓ Accounts receivable tracking
- ✓ Accounts payable tracking
- ✓ Outstanding balance visibility
- ✓ Consistent records for monthly reporting
04QuickBooks Online support
Thoughtful setup and ongoing support to help QuickBooks Online reflect how your service business actually operates.
- ✓ QuickBooks Online setup and organization
- ✓ Chart of accounts support
- ✓ Workflow guidance
- ✓ Questions answered in plain language
05Ongoing support
Bookkeeping should give you answers—not create more questions. We remain available as your business evolves.
- ✓ Regular communication
- ✓ Easy-to-understand financial reports
- ✓ 1099 support
- ✓ Coordination with your CPA when needed
06Payroll support add-on
Payroll support may be added for ongoing bookkeeping clients when it fits the needs and workflow of the business.
- ✓ Available only to bookkeeping clients
- ✓ Added at an additional cost
- ✓ Coordinated with the monthly bookkeeping process