These are services we provide to every client we work with.
We place each transaction in the correct account in your Chart of Accounts, keeping everything neat and organized.
We make sure everything matches your bank account EXACTLY. All money coming in or going out of your business will be accounted for.
We will review the "Big 3" reports with you: Balance Sheet, Profit and Loss (Income Statement), Statement of Cash Flows. We make sure you really understand the reports and how your business is really doing.
We will always provide great communication. That's why unlimited email support is a part of every client package at no additional charge.
When your concern is bigger than an email, that's not a problem. We provide all clients with up to 1 hour of video/phone support each month.
More services your business may specifically need
If you've never used Quickbooks Online before, we get you started. Here we include account set up and a monthly subscription to Quickbooks Online + Hubdoc (cloud-based financial document storage).
If your books have been neglected for a while, we can help you catch up! Categorizing and reconciliation is completed for the months the business is behind.
If your books are messy or inaccurate, we can help here, too. We go back to the last place your books were accurate and work forward, cleaning as we go. We get you neat, tidy, and up to date.
If you need help keeping up with your vendors, we help you keep track of your bills and when to pay them.
Getting paid by clients is crucial. We assist with invoicing: creating, tracking, and/or managing payments from your customers.
We provide payroll support with a 3rd Party company called Gusto. We'll take all of the headache out of paying your employees accurately and on time.