Accounting & Bookkeeping Services

We provide accounting & bookkeeping services so that your team can focus on the most important aspects of your business. As a business owner you probably have more urgent things to do than to keep your own records and books. We take care of this for you, so you can get back to what you do best, the job of running your business and generating profit.

Benefits of Outsourced Bookkeeping:

• Get Organized Without the Effort - We will import all bank statements, categorize transactions, and prepare management reports on a monthly basis.
• Stay Tax Ready - Come tax time, you're organized and ready to file. At tax time, we send a year-end Financial Package with everything you (or your CPA) will need to file your taxes.
• Support When You Need It - Have questions? Send your Bookkeeper a message, and we will respond within 1 business day.
• Outsourced Assistance with an In-House Feel - Bookkeeping services are more than just keeping an eye on your books; as your company grows, our services may expand to meet your needs. We operate like an in-house Bookkeeper, someone you can trust and is qualified to give advice in support of your company's growth. 

We take care of the day-to-day financial transactions, including recording all bank and credit card transactions, categorizing each expense to the proper account, and recognizing revenue at the proper time for accrual-based clients. Because we understand that each business is unique, so are our services.

Whether you need to prepare for tax time, a financial review or you just need to clean up some problem areas in your books, you'll benefit from our Catchup & Cleanup services.

Diagnostic Review of QuickBooks Online

We'll begin with an in-depth review to diagnose problems with your QuickBooks Online transactions. Then, we'll provide you with a report of our findings and recommendations, and we'll also give you upfront pricing for our Catchup & Cleanup services.

Catchup & Cleanup Your Books

Next, we will catchup and cleanup your QuickBooks Online file, so you can get an accurate picture of what's going on with your financials. You'll have the peace of mind that QuickBooks Online transactions are clean and accurate.

Analyze & Select the Best Solution

There are several QuickBooks Online solutions. They are all different and suit different types of businesses. Getting the wrong solution will cause you a big headache and assessing all the options is time-consuming. We will analyze your business and recommend the most appropriate cloud software solution that best suits your needs. This will save you time and avoid the headache of having the wrong the solution.

Setting Up Your Business in QuickBooks Online

Setting up a business on any accounting software system is tedious and time-consuming. We will do the set up for you, which will save you time so you can get on with your running your business.

Setting Up Your Company Preferences & Templates

This is where we setup your bank information and templates, so you are ready to get started, including:

• Setting up your bank account information for payments,
• Setting up your credit card information for billing,
• Setting up your templates for invoices, credit memos and emails, and
• Auto-reminders for you notified at all times

Setting Up Your Chart of Accounts

If this is the first time you have set up an accounting system, you will need a Chart of Accounts.

Every business is different... with different types of sales, income, expenses, assets and liabilities. Setting this up correctly at the onset will save so much time and make it much easier to post your transactions to the right place. It will also make your accounts more meaningful, helping you to make much better business decisions.

QuickBooks Online is a powerful online accounting solution for your business.

Using QuickBooks for your business accounting is unlike almost any other software program. For many business, it forms the backbone of their accounting system. That why our team has spent years learning how to get the most out of the software, and how to utilize it accurately and efficiently.

Because QuickBooks is so powerful, millions of small business owners and bookkeepers use it every single day. Unfortunately, only a fraction of them have adequate accounting experience to use it to its full potential. At a glance, QuickBooks may seem easy to master, but advanced practices like double-entry accounting is actually quite complex.

We don't expect you to be a QuickBooks software expert. So, we offer professional training, where we will show you and your team the most important QuickBooks methods and practices.

Our team has worked with a wide variety of businesses, in multiple sectors, so you can be confident that we can help you. And since we already have a good overview of your business, we can tailor each interactive session to meet your needs.