What we do
Full service bookkeeping solutions.
Because accounting isn’t just about money in and money out. It’s how you measure the financial health of your business.
We tailor a solution unique to YOUR business. Whether that’s a short-term engagement, ongoing services, start-ups, clean-ups, catch-ups, conversions or special projects. No packages or bundles. Pay only for what you need.
Best for small business owners of any level or size.
Services may include:
- Managing “the books” (we work exclusively in QuickBooks Online)
- Preparing financial reports
- Meeting with you for consultation, strategies and Q&A
- Setting up business processes and workflows
- Connecting and synching to third party systems you’re already using (CRM, inventory management, bill payments, etc)
- Recording and classifying transactions
- Recording and depreciating fixed assets
- Reconciling bank statements
- Tracking loans (interest, principal, escrow)
- Tracking tax obligations, filings and payments (sales and use, CAT, etc)
- Managing accounts receivable (create, track, and manage invoices and payments from your customers)
- Managing accounts payable (create, track and manage bills and payments to your vendors)
- Managing payroll (employee onboarding, time tracking, payroll processing, tax filings and payments)
- Managing digital organization and storage of documents and expense receipts
- Preparing for tax season (coordinating with your CPA / tax preparer for year-end tax reporting, 1099s and W2s)
Best for hands-on business owners realizing bookkeeping is too time-consuming and complicated.
Services may include:
- A paid diagnostics review to understand what we’re working with
- Reviewing your historical tax returns and updating your books to match
- Setting up or updating business workflows and procedures
- Setting up or updating your accounting software and customizations
Best for DIY business owners new to using an accounting software.
Services may include:
- Setting up or updating business workflows and procedures
- Setting up or updating your accounting software and customizations
- Training on account software basics (adding expenses, entering invoices and bills, working with the bank feed, reconciling accounts, running reports)
.
Best for business owners ready to implement financial strategies.
This is where we talk in more depth about YOUR business goals, the struggles you’re looking to break through, etc.
Services may include:
- Developing goals and action plans
- Creating budgets
- Developing financial processes
- Forecasting cashflow
- Defining and evaluating key performance indicators (KPIs)
- Exploring business process improvements
Looking for something else?
May we suggest a few ideas:
- Personal financial coaching
- Business start-up services
- Accounting software migrations
Freebie Alert!
Request a FREE consultation
Finances are personal, so we’ll take the time to get to know you and your business during your 30-minute discovery call. We’ll discuss your goals, objectives and any pain points. After we talk, we’ll whip up an irresistible proposal for you. And once you say YES!, we’ll schedule your onboarding.