Our Services

Start Up Business Setup

• New business, or haven’t quite gotten around to creating your books yet? Let us setup your books in QuickBooks Online and create your custom Chart of Accounts. We will work with you, and help you understand the significance and purpose of your books. 

Update or Cleanup Books

• Give us your books and we will get them cleaned up and current, to ensure you have the most up-to-date and relevant snapshot of your business’s financial health. We offer flat rate billing so you know exactly what it will cost before any work begins.

Maintenance

• Once your books are clean and up to date, it’s important to keep them that way. We can provide monthly maintenance for your books. We can customize our service to fit your needs. This includes categorizing all your transactions, monthly reconciliation of accounts, preparation of monthly and annual financial statements balance sheet and profit/loss or income statements, and more. 

Accounts Payable

• Stay on top of your business expenses with our accounts payable services. We help you track, manage, and schedule payments to vendors and suppliers, ensuring your bills are paid on time and cash flow remains optimized. Our process minimizes late fees and keeps your financial records up to date, giving you peace of mind and more time to focus on growing your business.

Accounts Receivable

• Improve your cash flow with efficient accounts receivable tracking. We help you monitor outstanding invoices, send timely reminders, and ensure you receive payments promptly. Our system helps reduce overdue accounts and streamlines your collections process, so you can maintain steady revenue and strong client relationships.

Receipt Tracking & Organization

• No more lost receipts or last-minute scrambling during tax season. Our receipt tracking service ensures all business expenses are accurately recorded and categorized. We will help you stay organized, maximize deductions, and maintain clear financial records.

1099 Preparation

• Ensure compliance with IRS requirements. We assist with 1099 preparation and filing, helping you track contractor payments throughout the year and generate accurate forms when tax season arrives. Let us handle the details so you can focus on running your business without the stress of tax reporting.

Fixed Assets 

• Your business assets are an important part of keeping your business running. We will manage them in your books and keep an update accumulated depreciation, using data provided by your tax preparer.

Work With Your Tax Preparer

• We can communicate directly with your tax preparer to resolve any issues and help your taxes go smoothly.