We cater to small business owners that do not have the time to track all their receipts and enter transactions. We help organize your financial life. Whether it’s “cleaning up” a year’s worth of transactions or keeping track of the financial life of your business every week, we’ve got you covered.
We can help you organize your personal finances too. We help you create a budget you can stick to and reports that you’ll look at.
QuickBooks/Xero Set up
After an in-depth discussion about your business, we can help you determine your specific accounting needs. We help you set up and design the right chart of accounts, item lists, price lists, import inventory, review accounts payable and receivables and make sure everything has the correct starting balances.
QuickBooks/Xero Clean up
Have you set up QuickBooks Online or Xero without knowing what you were doing? Did it work for you for a short period of time, but now drives you nuts? Let us take a look and review your books. We can clean up your books and get you back to doing what you love in your business.
Can you handle your daily bookkeeping transactions, but just need a little help sometimes? We can set up a training session for the issues your individual company is facing and target solutions to meet your needs. You even get a copy of everything we reviewed with all the answers you need, so you can look back at it anytime.
Full-service payroll services are available independently or combined with our monthly service packages. We track your paid time off (PTO), sick time, benefits, pay taxes, W2’s and 1099’s. You and your employees have a private online portal to view your information anytime.
Year End Cleanup and Bookkeeping Catch-up
We offer yearend clean up services as well as catching up your bookkeeping for the year (or maybe it’s been many years, that’s ok too). We help tie up loose ends for your CPA to file your taxes. Annual services include reviewing bank and credit card statements, reconciling accounts, making journal entries to ensure all expenses and balances are recorded properly, profit and loss statements, balance sheet, subcontractor 1099s
Bookkeeping catch up consists of receipt management, bank and credit card statements, and coding all expenses to get you ready to go for our monthly/quarterly bookkeeping services.