BUILD. PLAN. GROW.
Customized solutions to suit your business needs.
No business is alike and your books shouldn’t be either.
Bookkeeping made easy.
As a virtual bookkeeping and consulting firm, we are experts in handling the unique accounting that comes with bookkeeping.
We handle the back office so you don’t have to.
You are in the right place if you are:
Ready to finally take control of your business
Appreciate honest feedback about how your business is doing
Willing to put in the effort to provide documentation and answer questions so we can gain a better understanding of your business and how you operate
Comfortable leveraging technology to save time and energy (or are willing to learn)
Did you know?
According to the U.S. Bureau of Labor Statistics, the average Bookkeeping Clerk salary in 2022 was
$45,860 (or $3,821 per month) and that’s before benefits!
You’ll only pay a fraction of that cost when you outsource your bookkeeping!
Services Offered:
One-Hour Strategy Call
Open and honest feedback about how your business is doing so you can make informed decisions about your future. This one-on-one session is an opportunity to address your questions or troubleshoot issues in your QuickBooks Online account.
QuickBooks Online Diagnostic Review
Start here if you already have a QuickBooks Online Account. Includes a deep dive into your account to identify issues and problems, along with a summary report and recommended next steps.
QuickBooks Online Set Up
Start here if you have no bookkeeping system in place or you’re using different software. Includes customizing settings, company preferences and chart of accounts, connecting bank and credit card feeds and importing data from previous software.
Clean Up & Catch Up of Historical Transactions
Clean-up and catch-up prior months to get your books up to date. Includes updating chart of accounts, correct categorization of all transactions, reconciliation of bank, credit card and loan accounts as well as Accounts Payable and Accounts Receivable correction.
Ongoing Services
Includes updating and categorizing income and expense transactions, reconciling bank, credit card and loan accounts, month-end and year-end adjusting journal entries, monthly financial statements, and annual tax-prep package for your tax preparer. All ongoing service packages are designed specifically for your business and your needs.
Additional Services
A/R Invoice Management
A/P Bill Payment Assistance
Assisted Payroll
Job Costing
Sales Tax Reporting
1099 Filing
BUILD. PLAN. GROW.
Bookkeeping and Consulting Firm