We understand that your business needs flexibility.
Services
Basic Bookkeeping Services
- Monthly income and expense tracking for up to 4 bank accounts and/or credit card accounts
- Categorizing all transactions appropriately and consistently
- Monthly Financial Reports
- Unlimited email and text support
- Working with your tax preparer/accountant to assist with tax compliance
Clean Up
- Do you want a professional evaluation and clean-up of your current bookkeeping system?
- We will go through your books line by line and identify and correct any incorrectly posted transactions.
- We will examine your books' setup, review your reports, and show you how to manage your books in the future.
Accounts Receivable
- Maintain customer records.
- Enter invoices to be emailed and /or mailed.
- Process statements to be emailed and / or mailed.
- Follow up on past-due invoices.
Accounts Payable
- Maintain vendor records.
- Enter bills into QuickBooks.
- Prepare checks for you to print / or pay through your bank’s online bill pay.
- Prepare Form 1099 Misc at year-end
Transaction Clean-up
- Trouble with just a few transactions?
- We will review each transaction and teach you how to fix it so it doesn’t happen again.
Customized Plan
- Customized monthly or quarterly packages available
Certifications
