Our Services
We offer tailored personalized service based on your business’s individual needs.
DIAGNOSTIC REVIEWS
*This is a full review of your company’s financials. We take a deep dive into your books to identify potential problems, assess the health of your financial records, and determine the scope of work required to get your books in shape.
Our diagnostic review includes:
1. Financial records assessment
2. Report of our findings and recommendations
3. Presentation/discussion of findings
*Diagnostic reviews are required for existing QuickBooks Online clients as this is key to determining the scope of work recommendations.
CLEAN-UP/CATCH-UP
We do the work to get your books up to date. Our clean-up services include undoing or redoing previous categorizations and reconciliations.
We can also catch-up your accounts from the last reconciliation date to current date to ensure your books are current.
MONTHLY BOOKKEEPING
Our mission is to keep you books balanced to save you valuable time and provide you with peace of mind.
Our monthly bookkeeping includes:
• Categorizing transactions
• Bank, credit card, & loan reconciliation
• Monthly reports
• End-of-month/season closing of books to prepare you for tax filing.