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Services Include:
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Dedicated bookkeeping team
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Monthly bookkeeping
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Bank reconciliations
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Standard Financial Statements
(P&L, Balance Sheet, Statement of Cash Flow)
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Monthly Check-In Call
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AP/AR processing & reporting
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Basic Invoicing
*We can customize packages at an additional cost to better suit your needs *
Need Historical Bookkeeping?
We go back as far as 2 years to get your books up to date. We've assisted companies in catching up so they can file their taxes and those who want to dissolve their business.
"Liz has been absolutely amazing! She has assisted with accounting requirements, she has also provided direction in our operational needs with excellence. I must add she is very thorough and efficient...."
Our 3-Step Accounting Process
Setup & Onboarding
First, we hop on an onboarding call with you to understand the ins and outs of your business. Then, we setup your Quickbooks Online account and connect your financial accounts.
Monthly Check-In Call
Each month, you can schedule a 20 minute check-in call. This ensures that all questions are answered and the books are accurate.
*Check-in calls not scheduled, can not be rolled over to the next month*
Monthly Bookkeeping
Each month, we will categorize all transactions and reconcile your books. You will receive your standard financial statements for review. (Profit & Loss, Balance Sheet, Statement of Cash Flow)
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