Our Services

Our services include a variety of tasks that range from day to day record keeping, reconciling accounts, to full cycle accounting, including the preparation of financial statements. We understand that some business owners want to hand over certain tasks, or want to learn themselves. Whatever your needs are, we are here to help.

Bookkeeping

  • Bank Reconciliation

  • Credit Card Reconciliation

  • General Ledger Maintenance

  • Accounts Payable

  • Accounts Receivable

Financial Reporting

  • Balance Sheet

  • Income Statement

  • Cash Flows

  • Accounts Receivable Aging

  • Accounts Payable Aging

Accounting

  • Books Cleanup

  • Preparing Financial Statements

  • Management Reporting

  • Financial Analysis

  • Cash Flow & Budgeting

Other

  • Online Bill-Pay

  • Payroll

  • Expense Management

  • Consulting

  • Training

Schedule A Consultation

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Schedule A Consultation ~

Ready to feel lighter, ditch the financial drama and ready for anything? Let’s Chat!

Your finely balanced financial future is just a conversation away.

Frequently Asked Questions

  • When to hire help is one of the most common questions we get asked!

    Most businesses focus on hiring tasks out that will help generate more revenue for the business but that isn't always the best place to focus on getting help. 

    If any of these statements resonate with you, it's likely time to hire some help:

    • Your books are never up to date

    • Tax time is extremely stressful

    • You constantly miss out on big tax deductions

    • Your cash flow is unpredictable

    • You have no idea how much to pay in estimated taxes

    • Sales have increased but your profits haven’t 

    • You have no clear financial picture

    • You aren't paying yourself

  • We love messy books! I know that messy books feel overwhelming and make you feel anxious; however, bookkeeping cleanups is a service we offer and it is essential to get started. We want to capture every expense and payment in your business so you can get the clearest picture possible.

  • While I have experience with a lot of the accounting software out there, I exclusively use QuickBooks Online cloud-based accounting software.

  • We have worked with new and well established growing businesses. Everyone has different needs so we begin with a consultation to first figure out where you are at. Then we go from there! We believe in clear communication so you will always know what is next.

  • Bookkeeping is more than taxes.

    Yes, bookkeeping is a necessary piece of the tax puzzle. And yes, bookkeeping allows you to maximize your write-offs and lower your tax bill.

    But bookkeeping is so much more than that! 

    To name a few (aside from the obvious tax benefits), bookkeeping: 

    • provides you with a clear view of your finances

    • lets you focus your business strategy and plan for the future

    • helps you save AND generate more money

    • protects you in an audit

    • helps you obtain a loan

    • catches errors and fraud

    • makes your life as a business owner so much easier

    • AND SO MUCH MORE!

  • No, we do not handle taxes for you. But we're happy to refer you to some of our favorite tax preparers! 

  • You will receive a quote following our consultation process with what is included in your package and the price.

    *One time projects- custom quoting

    *Monthly packages starting at $450 / month.