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Stress-Free Bookkeeping, Tailored for You.

Your numbers will be clear, accurate, and ready whenever you need them - so you can stay focused on growing the business you love.

Cloud based technology has made our services available to business owners throughout the entire country! No matter where you are, we can track income, expenses, and everything in between.

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Monthly Bookkeeping

Consistent and reliable QuickBooks Online bookkeeping services throughout the year, preferably monthly. We will work together to come up with the best service package and schedule that meets your needs.

Common tasks performed:

  • Categorizing and recording all transactions

  • Reconciling the bank and credit card statements to the QBO ledger

  • Reviewing and recording A/P, A/R and loan activity

  • Reviewing monthly financial reports for accuracy and completeness

Other special tasks include:

  • Payroll processing (through QBO)

  • Invoice processing

  • Payment tracking

Price will vary based on transaction volume, number of accounts, and complexity of your business.

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Historical Clean Up

If you have fallen behind on bookkeeping, or if they have become a tangled mess - no worries, you have come to the right place! This can also be beneficial for tax prep or loan approvals.

This can be a very tedious process, especially for owners with little or no accounting experience. If you are feeling overwhelmed and stuck due to a messy set of books, please schedule a call! Let’s get you caught up and confident again, and on the right path going forward.

Common tasks are similar to the ongoing monthly ones, but will need to trace back to most recent tax return and work towards current date.

Price will vary based on number of months/years, transaction volume, number of accounts, and complexity of your business.

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QuickBooks Online Setup

Have you been running your books manually in Excel? Or do you have an older version or QuickBooks Desktop (which will no longer be supported in the near future)? Or do you have a new business and want to get started on the right foot? Great to hear! Let’s get your QBO account up and running.

Common tasks:

  • Set up QBO profile

  • Customize chart of accounts

  • Customize invoices

  • Customize financial reports

Price will vary based on number of months/years, transaction volume, number of accounts, and complexity of your business.