What We Do

We tailor our services to best fit your needs. These can include:

+ QuickBooks setup, or migration to QuickBooks Online. We will make it easy for you to confidently set up or move your financial data, and will help you determine a chart of accounts that best suits the businesses’ needs (revenue in useful categories, expenses in a format that helps you govern better and is easier to export come tax time)

+ Bookkeeping: Weekly, monthly, or seasonal options are available

+ Invoice vendors and track past due payments

+ Enter and print checks, or book any handwritten checks (depending on the system the business uses)

+ Bank reconciliations

+ Financial Reporting: Provide profit and loss statement, balance sheet, and help you better track your cash

+ Review financial data with you to help inform good business decisions

+ Calculate and file most business taxes (or help you do so)

+ Track vendor payments and file annual 1099s

+ Process and manage payroll

+ Business Financial Management

+ Set and track business goals

+ Analyze your data to help you maximize your strengths and identify upcoming challenges