Bookkeeping services
Bookkeeping your business needs — without it taking your time.
Bookkeeping is something your business needs. It doesn't have to be something you spend your time doing. Here's what we handle.
Ongoing bookkeeping
The core of what we do.
Monthly bookkeeping that keeps the books organized, accurate, and up to date — so you don't spend your time sorting transactions, reconciling accounts, or piecing together what your numbers mean.
Monthly financial reports
Each month you receive organized financial reports that show, plainly, how the business is doing. No digging, no guessing — just clear numbers you can read and use.
Capturing & coding transactions
Every bank and credit-card transaction is captured and properly coded, so nothing slips through and your records stay accurate.
Bank & credit-card reconciliation
Accounts are reconciled each month so your books match what the bank and card statements actually show. Discrepancies get found and resolved — not carried forward.
Fixed asset management
Fixed assets are tracked and recorded properly so your records stay accurate and consistent over time.
Loan amortization
Loan balances and amortization are kept current, so what you owe is reflected accurately without you having to manage it yourself.
QuickBooks Online setup
Setup, included.
QuickBooks Online setup is included when ongoing bookkeeping begins. We use QBO exclusively.
If you're currently using another accounting system, we'll make the transition to QBO as seamless as possible — so you're set up correctly from the start, without the headache of figuring it out yourself.
Cleanup
For books that need to be brought back into order.
When the books have gotten tangled, cleanup brings them back into order. The specific work depends on the condition of the books, so we'll discuss what's needed during your free call.
Catch-up
For books that have fallen behind.
When the books have fallen behind, catch-up work brings them current. As with cleanup, the specifics depend on how far behind things are — something we'll sort out together on the call.