Most business owners do not understand their financials. It is natural to feel overwhelmed by the level of detail and skill needed to track and log expenses and investments accurately. Flourishing businesses need to have a strong financial base in order to accurately and confidently make decisions, small and large.
Types of services we offer include:
Bookkeeping/Accounting
Monthly/ongoing bookkeeping services.
Annual catch up bookkeeping service, often in preparation for tax season.
Startup/new business setup of accounting software and systems for financial tracking.
Diagnostic Review
Checkup to make sure your finances are tracked accurately.
Error diagnostics to identify and correct mistakes.
Strongly recommend for those completing their own bookkeeping and preparing to file for taxes.
Required when engaging in ‘clean up’ services.
Consulting
Available in half-day and full-day.
A consulting visit includes an intense view into onsite filing systems, administrative processes, A/R, A/P chart of accounts, expense logging, reconciliations and suggestions/steps for future.
Admin Support
Whether it’s sorting receipts, driving errands or assisting in your workplace, we want to support you.
Rather than making a commitment to hiring someone, our team can be available with flexibility.
Accounting Related Software in Use:
QB Desktop
QBO
Sage
Wage Point
QBO Payroll
Ceridan
PC Law
LEAP
Plooto
Stripe
Square
Jane App
Donation Tracker
Tax Cycle
Benevity
Proficient and Established Relationships with Local Branches: