Our Services

Precision bookkeeping tailored for your small business needs

Ongoing Monthly Maintenance

Proactive oversight for your business future

Historical Account Clean-Up

Restoring integrity to your finances

Backlog Resolution: Bringing months or even years of unrecorded transactions up to date.

Diagnostic Review: Identifying and correcting "orphaned" entries, duplicate transactions and miscalculations in your QuickBooks file.

Bank & Credit Card Reconciliation: Verifying every entry against your statements to ensure your balance sheet is 100% accurate.

Chart of Accounts Optimization: Restructuring your categories to provide meaningful business insights, not just a list of expenses.

Regular Categorization: Weekly or monthly processing of all income and expenses to keep your data "live".

Accounts Payable & Receivable: Monitoring what you owe and more importantly, ensuring your customers pay you on time.

Standard Financial Reporting: Monthly delivery of professional Profit & Loss and Balance Sheets.

CPA Advisory Call: A scheduled monthly review to discuss your margins, cash flow and growth goals.