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.

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

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

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

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

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

Get a Quote

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