What We Offer

Free Consultation

Financial Solutions Tailored To Your Needs

Monthly Bookkeeping

Full-Service Bookkeeping utilizing QuickBooks Online to include:

  • Accurate categorization of transactions
  • Reconciliation of bank, credit and loan accounts
  • Monthly financial statement package (Balance Sheet, P&L)
  • Unlimited email support
  • Free secure portal
Fractional CFO

Strategic financial guidance and support with a virtual CFO to help grow your profit and cash reserves at a fraction of the cost.

  • Cash Flow Forecasting
  • Annual Budget Preparation
  • Customized Key Performance Indicators (KPIs)
  • Financial goal setting and tracking
  • Monthly 1:1 financial review and strategy session with virtual CFO
QuickBooks Cleanup/Catchup

Are your books behind or messy? No worries. We can help get your books caught up for the year and tax ready to file your taxes.

  • Complete review and assessment of QuickBooks file
  • Correct and categorize all transactions
  • Review and reconciliation of all bank, credit and balance sheet accounts
  • Final review for accuracy
  • Financial statement package
QuickBooks Setup

Don’t have a bookkeeping system yet? We can help setup your QuickBooks Online account including:

  • Setup company details & preferences
  • Setup customized chart of accounts
  • Setup customized invoice template with company logo
  • Setup bank feed connections
  • Setup vendors and clients
payroll support

We can assist you with setting up or maintaining your payroll through QuickBooks Online or a 3rd party provider.

  • Payroll setup with provider
  • Setup all employees and contractors
  • Map all payroll transactions to QuickBooks Online
  • Reconciliation of payroll & tax liability accounts
additional services

If you are in need of additional services, we can assist with the following:

  • A/R Invoice management
  • A/P Bill Payment
  • Sales Tax Reporting
  • W-9 Management
  • Annual 1099 Filing

Industries We Serve

E-commerce

Real estate
professional services

Let’s Connect!

Ready for the Financial Clarity You Need to Grow Your Business? Book a Free Consultation Today!

Schedule Now!