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Bookkeeping Services
Ongoing bookkeeping services designed to keep your financial records accurate, organized, and compliant.
Includes:
Transaction categorization in QuickBooks Online
Monthly bank and credit card reconciliations
Monthly Profit & Loss and Balance Sheet preparation
Ongoing bookkeeping support via phone, email, or Zoom
Services are tailored based on transaction volume and business activity.
Catch-Up & Cleanup Bookkeeping
Behind on your books or dealing with inaccuracies? Catch-up services bring your records current and correct.
Includes:
Review of prior months or years
Correction of misclassified transactions
Reconciliation of past-due bank and credit card accounts
Preparation of clean financial reports
Pricing is based on the scope and condition of the books.
Payroll Services
Full-service payroll support using QuickBooks Online Payroll, with a focus on accuracy and compliance.
Includes:
Weekly, bi-weekly, semi-monthly or monthly payroll processing
Direct deposit for employees
Quarterly and annual federal payroll tax filings
State withholding and unemployment filings, as applicabl
An active QuickBooks Online Payroll subscription is required and billed separately by Intuit.
QuickBooks Online Setup & Training
One-on-one support for business owners who want to manage their own books or improve their QuickBooks skills.
Includes:
QuickBooks Online setup and customization
Chart of accounts review and optimization
Workflow guidance and best practices
Personalized training sessions
Industries Served
Experience working with:
Small service businesses
Barbershops and salons
Trucking and transportation companies
Content creators and online sellers
Construction and trade businesses
Professional service providers