Streamlined Solutions
Your Path to Accurate Bookkeeping Services
Book Clean Ups
Our Book Clean Up service revitalizes your financial records, addressing inconsistencies, errors, and outdated entries. We ensure that your books are organized, accurate, and reconciled, providing you with the reliable financial information necessary for effective decision-making in your business.
A good fit if your books are currently disorganized, inconsistent, unreliable, behind, and unreconciled .
Package includes:
Review of existing records if applicable
Reconstruction of transaction activity for the year
Transaction corrections for missing or miscategorized items
Bank and Credit card account reconciliation
Clean accurate financial statements upon completion
Collaborative review of completed financial statements
Bookkeeping Build Out
The Bookkeeping Build Out service is designed for businesses ready to set up a reliable bookkeeping framework. We guide you through organizing your credit card and bank statements, creating a comprehensive system tailored to your needs, ensuring effective record keeping and enhanced financial visibility.
A good fit for someone who has credit card and bank statements but doesn’t have an existing bookkeeping system in place and wants to start for better record keeping and organization.
Package includes:
QuickBooks Online setup (client responsible for software subscription)
Tailored to your business chart of accounts
Categorization based on provided information
Reconciliation of accounts
Monthly reports for the covered period
Final Review Call upon completion for explanation and walk through of final numbers and reports
Ongoing Monthly Bookkeeping
Our Ongoing Monthly Bookkeeping service provides consistent monitoring and management of your finances. We ensure your records are always accurate and up-to-date, enabling you to focus on running your business while we handle the complexities of your bookkeeping needs with precision.
A good fit if your business is active and you want clean, accurate books on a consistent basis that actually make sense.
Package includes:
Monthly transaction categorization
Monthly Bank and credit card reconciliations
Monthly financial reports (Balance sheet, Profit & Loss, and statement of Cashflow)
Monthly bookkeeping appointments to review and walkthrough reports (60min)
Ongoing support for bookkeeping questions
QuickBooks System Setup & Training
Our QuickBooks System Setup service equips new businesses with a tailored bookkeeping environment, ensuring they have the right tools for efficient financial management. Coupled with our QuickBooks Software Training, you’ll gain the confidence to manage your finances effectively while we provide support along the way.
Ideal for new businesses that are new to bookkeeping
Package includes:
QuickBooks Online system set up
Tailored chart of accounts
Bank and Credit card guidance for connecting accounts to software (client authorizes connections)
Simple week/monthly bookkeeping workflows to help keep your books current and accurate.
Final walkthrough call for system explanation and assistance (60-90 min)
Ready to Simplify Your Bookkeeping?
Contact us today for your FREE consultation to learn how our solutions can benefit your business and ensure financial clarity.