Services

Monthly Bookkeeping

• Categorize and record all income and expenses

• Reconcile bank and credit card accounts

• Track business performance through monthly reports

• Ensure books are tax-ready and compliant

• Organize receipts and documentation

Book Cleanup / Catch-Up

• Fix inaccurate or messy records

• Update old transactions

• Reconcile missing months

• Organize accounts for CPA or tax filing

QuickBooks Setup & Training

• Create or optimize your QuickBooks Online account

• Set up chart of accounts

• Integrate bank feeds and automations

• Provide training so you can understand your reports

Financial Reporting

• Custom monthly Profit and Loss, Balance Sheet, and Cash Flow reports

• Track key metrics (revenue, profit margins, expenses, etc.)

• Help you understand your business numbers and make better decisions

Accounts Payable and Receivable (Optional Add-On)

• Record and track unpaid invoices

• Manage bills and payments

• Send invoices and follow up on overdue payments

Consulting & Advisory

• Offer monthly check-ins to review financials

• Budgeting, forecasting, and cash flow planning