💡 Make a Smart Investment in Your Business

Get accurate, up-to-date books—and enjoy the added benefit of a potential tax deduction.* That’s right: investing in professional bookkeeping services not only brings peace of mind but may also qualify as a business tax write-off.* Win-win!

BOOKKEEPING SERVICES

- Account set-up in cloud accounting software

-Record and classify account transactions

-Reconcile bank accounts

-Prepare financial reports

-Accounts Receivable

-Payroll

-Accounts Payable

-Messaging support via our Client Portal

-We bill at a flat monthly rate based on individual client needs

-No contract (30 days notice required to cancel)

CLEAN-UP OR CATCH-UP SERVICES

-Diagnostic Assessment of your books

-Recommend length of clean-up process

-Clean up books and bring them to a current status

-Phone or video conference meeting to discuss the completion and answer any questions you have

We bill at a custom rate based on findings of client’s diagnostic assessment.

TRAINING & CONSULTING FOR QUICKBOOKS ACCOUNTING SOFTWARE

-Provide custom training based on your business needs.

-Create specific training modules for you and your staff.

-For businesses that want to DIY their bookkeeping (course coming soon)

*Always check with your CPA for current tax write-offs.