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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.

Schedule a Free Consultation
Schedule a Free Consultation

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.

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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

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