Essential Bookkeeping
Setting Up the Chart of Accounts with Maintenance
General Ledger Entries
Error Correction Including the Bank Reconciliation
Adjusting Entries
Income and Expense Categorization for all Business Accounts
Account Reconciliation
Monthly Financial Statements
Preparation and Reporting to C.P.A.
Clean Up/Catch Up Work
If you have signed up for the Essential Bookkeeping Package but you need help creating or cleaning up the books for prior months, we are happy to offer a discount for those prior months as a one-time bonus for our new clients!
Payroll Setup & Support
Do you have independent contractors or employees that need paid on a regular basis? Do you struggle with understanding the tax filings that are required for each? We can help set you on the right track
Sales Tax Filings
Is your business subject to sales tax? Do you feel unsure if your monthly or quarterly sales tax reports are correct? Do you fear an audit? Or would you just like to take this compliance piece off your plate? We can help
AR and AP Management
Do you struggle getting your client invoices out in a timely manner? Or recording your customer payments so you have accurate customer balances? Or maybe you find it difficult to keep up on bill payment and often wonder how much you really owe to the vendors you do business with. We can help with both of these daunting tasks
Class Tracking
Are you curious how profitable your various jobs are? Would it help to know if you've made money on Job 1 vs Job 2? With Class Tracking we’ll provide additional reports each month showing the full detail of income and expenses displayed by job so you can make decisions on how to quote future jobs or reward your staff for meeting goals
Financial Advising
We partner with licensed Financial Advisors to help our clients build a well rounded portfolio. We'll connect you with trusted a trusted expert so you can ensure a secure future