OUR SERVICES

Bookkeeping Service Plans

Professional bookkeeping services tailored to meet the unique financial needs of your business. Our team of experienced and dedicated bookkeepers are here to help you streamline your financial processes, maintain accurate records, and provide you with valuable insights to make informed business decisions.

Our comprehensive bookkeeping services include but are not limited to:

Pro-Plus

    • QuickBooks online subscription

    • Reconciling bank statements

    • Recording day-to-day financial transactions

    • Generating monthly/quarterly financial reports

    • Monthly/quarterly check-ins

    • Audit proofing

    • Generating invoices and assisting in collections

    • Managing bill payments and vendor communication

    • Processing employee payroll

Pro

    • QuickBooks online subscription

    • Reconciling bank statements

    • Recording day-to-day financial transactions

    • Generating monthly/quarterly financial reports

    • Monthly/quarterly check-ins

    • Audit proofing

Standard

    • QuickBooks online subscription

    • Reconciling bank statements

    • Recording day-to-day financial transactions

    • Generating monthly/quarterly financial reports

Other Services

In our strive to be a trusted business partner in the success of your business, we offer integral services relevant to it’s success. Please inquire about any service pertinent to your business needs if you do not see it listed.

Consults and Advisory

    • Assessing and optimizing current bookkeeping processes

    • Designing and implementing customized bookkeeping workflow

    • Providing training and support for in-house bookkeeping teams

    • Conducting financial analysis to identify trends and opportunities for improvement

    *Please note that a one time consultation is included with all initial engagement requests. GET STARTED

Diagnostic and Clean-Up / Catch-Up

    • Chart of Accounts Configuration: customizing the chart of accounts to align with your business structure and reporting needs. This includes setting up income, expense, asset, liability, and equity accounts for accurate financial tracking.

    • Training and Support: providing training to your team on how to effectively use the new bookkeeping system.

    • Testing and Validation: conducting thorough testing to ensure that the new system is functioning correctly and validating financial reports to ensure they reflect accurate and reliable information.

System Setup / Migrations

    • Diagnostic Review: a thorough analysis of your current financial records is conducted to identify errors, discrepancies, and areas that need attention.

    • Transaction Clean-Up: a meticulously comb through your transactions, categorizing and reconciling them to ensure accuracy and completeness.

    • Transaction Catch-Up: entering all financial transactions into the accounting system for the periods outstanding, including sales, expenses, purchases, payments, and receipts. Ensuring that each transaction is accurately categorized based on the chart of accounts.

    • Reconciliation: your accounts, bank statements, and financial reports are reconciled to ensure that everything balances correctly.

    • Reporting: detailed reports are provided summarizing the work done, the corrections made.

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