Reach Your Full Potential

We manage your books to give:

  • CRITICAL INSIGHT to make financial decisions with real time data and confidence

  • TIME and ENERGY to allow you to focus on your business

  • PEACE OF MIND, knowing your books are organized and maintained

  • SUPPORT and a PARTNER in your business and financial decisions

  • a tailored service to MAXIMIZE PROFIT

We offer customized bookkeeping plans; all plans include accurate monthly financial reports with a detailed analysis summary - vital to your business!

  • A La Carte

    • Transaction Entry/Management

    • Accrual Entry/EOM Adjustments

    • Bank/Credit Card Reconciliation

    • Review/Customize Chart of Accounts

    • End of Month Financial Reporting

  • Full Service

    • A La Carte Services PLUS

    • Accounts Payable

    • Accounts Receivable

    • Inventory Management

    • End of Month Financial Reporting

  • Clean Up & Set Up

    • QuickBooks Setup

    • Chart of Accounts, Set up and Optimization

    • Historical Catch up to Present, Upload & Classify

    • Full Account Clean up and Review

    • Business Setup

  • Reporting & Analysis

    • Financial Report Analysis & Summary

    • Profit and Loss & Balance Sheet Review

    • Aging Reports & Cash Flow Analysis

    • Budgeting & Forecasting

    • Process and Procedure Set Up

  • QuickBooks Training

    • QuickBooks Set Up

    • QuickBooks Customization

    • QuickBooks Online Training

    • Provide Training Guides

    • QuickBooks Discount

  • Payroll & Tax Reporting

    • Process Payroll

    • File Quarterly Payroll Reports

    • File Sales Tax Forms

    • File W2 and 1099’s Annually

    • Tax Preparation for CPA

What To Expect

1

We get you set up

We begin with a complimentary consultation to listen to your goals and understand your business. Whether we start from scratch or have clean up work to do, you will be presented with a personalized plan. From here we gather the information needed to give you a seamless and easy process.

2

We do your bookkeeping

Your books will be managed and maintained on a weekly basis or other agreed upon schedule. All transactions will be updated and recorded correctly as they are imported through a secure platform. Any additional services will be performed and you will be guaranteed timely and accurate books.

3

We deliver detailed reports

The key to growing your business is understanding your financial statements. Each plan will give you an analysis summary to understand your statements and the financial position of your business. This will allow you to make improved and informed financial decisions based on knowledge and facts.

Our Rates?

Each business is unique and will have a tailored and customized plan to cater each individual’s needs. Please contact us for our rates and packages.