For business owners who have better things to do than stress about bookkeeping!

Basic bookkeeping - for the DIY business owner

Coaching, training, double-checking your books

  • Training in QuickBooks Online Plus, minimum 2 hrs

  • Monthly or Quarterly Review of Books

For business owners who just need a bit of help getting things sorted out. We show you how to set up your books, and why you must enter things a certain way. You learn how to make clean, clear reports that keep your banker and CPA happy. You get a clear picture of what you most need to know: Where is the money coming from and where is it going?

 

Outsourced bookkeeping

Monthly bookkeeping services tailored to your business needs at a fixed monthly rate. 

Outsource your bookkeeping, and get it off your plate! 

  1. We have a session where we analyze your needs and business goals.

  2. We give you a custom package tailored to your needs.

  3. We sign a mutual agreement that clearly states mutual responsibilities and safeguards. 

What you get

  • Dedicated professional bookkeeper who cares keeping your business healthy and profitable

  • Monthly bookkeeping - accurate, efficient and on-time!

  • Wholesale-price subscription to QuickBooks Online and Hubdoc receipt capture

  • Customized chart of accounts

  • Project-based profit-tracking

  • Bank statement import & reconciliation

  • Credit card statement reconciliation

  • 3rd party payroll integration

  • ACH & online payment reconciliations

  • Financial statements and video review with bookkeeper every month

  • Tax-ready package for your CPA

  • Can include Bill Pay assistance and Invoicing assistance*

*We comply with strict separation of duties, which means we will never have signatory access to any client's payment accounts, bank accounts or sign any checks for a client. 

Bookkeeping Clean Up

We get your accounts balanced, reconciled and ready for a fresh start for the current tax year.

Pricing varies with number of months of catch-up and clean-up needed, average number of transactions per month and number of bank and payment accounts that need to be reconciled. 

  • If you haven't been filing quarterly taxes or reconciling your bank accounts

  • If you really aren't sure what the difference is between a cost, an expense and a liability

  • If tracking assets and depreciation makes your head spin ​

 

We can help.

 

Start this year with a personalized chart of accounts made for your business.   Figure your estimated tax payments to avoid penalties.

Get your assets in the books, to help plan for repairs or replacement.  We'll create easy-to-read financial reports that make your business vitals easy to understand. From there, you can do-it-yourself or hire out bookkeeping--and you will know if it's being done right!

 
 

Let's talk about your business to see what you need and if we're a good fit.  Please indicate if you'd prefer a phone call or Zoom, and the best way & time to get in touch with you.  Thank you for your interest!

 

207-370-4226

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