Bookkeeping Services that work for you and your CPA

Accurate, up-to-date bookkeeping records and financial reports that are ready for you each month.

And READY for your tax preparer on time!

Bookkeeping Cleanup & Catch-Up

Don't let unreconciled accounts and messy data hold your business back. Get clear, accurate books today.

  • Review and organize all past or missing transactions

  • Correct any errors and reconcile all accounts

  • Review and update all balance sheet items

  • Provide current financial statements

Monthly Bookkeeping

Keep your books accurate and up to date, so you always know where your business stands and can make confident decisions.

  • Categorize all revenue and expense transactions

  • Reconcile bank and credit card statements

  • Review accounts for accuracy

  • Provide current financial statements

Payroll Services

Take payroll off your plate with accurate, timely payroll processing and the support you need to keep things running smoothly.

  • Update or create new employee records

  • Process payroll accurately and on time

  • Submit payroll taxes and reports electronically through QuickBooks Payroll

  • Archive payroll reports

QuickBooks Setup & Training

Get QuickBooks set up correctly from the start, or learn how to use it with confidence. I’ll help you understand your books and make QuickBooks work for your business.

  • Assist you in choosing and setting up the correct Quickbooks subscription for your business

  • Customize your chart of accounts

  • Connect bank and credit card accounts

  • Train you to confidently manage your books