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Our Services

Accurate bookkeeping is the foundation of every successful business. It keeps your finances organized, helps you make informed decisions, and ensures you’re always ready for tax time.

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*These services do not include tax filing, audit, sales tax, payroll, bill pay, accounts receivable, accounts payable, or any legal or financial advisory services.*

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Monthly, Quarterly, or Annual Bookkeeping

  • Classification & categorization of bank & credit card transactions

  • Monthly bank & credit card account reconciliations

  • Financial statements uploaded to client portal based on frequency of bookkeeping

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Clean Up Bookkeeping

  • Classification, categorization, & reconciliation of all bank & credit card transactions to bring financials up to date

  • Identification & documentation of outstanding or uncategorized transactions to properly classify them in QBO

  • ​Financial statements uploaded to client portal

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1099 Preparation

  • Preparation of 1099s for eligible vendors after December year-end

  • Includes collection of W-9s & timely filing with the IRS when 1099s are due each year in January based on the prior year’s vendor transactions from the bank statements

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QuickBooks Online (QBO) Training/Set Up

  • Creation of the QBO account (if not already set up)

  • Setup & customization of the chart of accounts

  • Assisting with connection of bank and/or credit card accounts 

  • Configuration of general company settings & preferences

  • Setup of users, roles, & permissions

  • Importing opening balances and/or limited prior data, as applicable

Work Setup

Get a Quote

Reach out to us here if you have any questions or would like to receive a free quote. 

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