Our Services

  • As professional bookkeeping services, we offer far more that just data entry. We offer a range of services that form the financial foundation of a business, ensuring everything from daily transactions to long-term strategic planning is handled with precision.

    Foundational Services

    These are the day-to-day and weekly tasks that keep a business's finances organized and accurate.

    Financial Data Entry: Meticulously recording and categorizing all financial transactions, including income, expenses, and payments.  

    Accounts Payable & Accounts Receivable

    Managing money flowing in and out of the business, including processing invoices for clients and paying bills to vendors.  

    Bank and Credit Card Reconciliation.

    Checking that every transaction in your bank and credit card statements matches what is recorded in your books, catching any discrepancies or errors.  

    Invoicing and Payroll

    Handling regular payments to employees and subcontractors, as well as creating and sending invoices to clients to ensure timely payments.  

    Cash Flow Management

    Tracking the movement of cash to help the business owner understand their real-time financial position and manage liquidity.  

    Receipt and Document Management

    Organizing and storing essential financial records such as receipts and invoices for easy access and tax readiness.  

    Reporting and Analysis

    Beyond the day-to-day, a bookkeeper compiles data into meaningful reports that provide insight into a company's financial health.

    Financial Statements

    Preparing and presenting key documents like monthly or annual financial statements, balance sheets, and income records.  

    Financial Performance Reporting

    Providing a clear, current picture of the business's financial standing, giving the owner the tools to make informed decisions and stay competitive.  

    Budgeting and Forecasting

    Using historical financial data to help create a financial roadmap for the business, which is vital for planning for future growth and expenses.  

    Profitability Analysis

    Helping to identify which projects or clients are the most profitable, allowing the business owner to make data-backed decisions.  

    Tax and Compliance

    A bookkeeper ensures the business remains compliant with financial regulations and is prepared for tax season, providing peace of mind to the owner.

    Tax Preparation and Filing

    Preparing and organizing all necessary financial information for tax season.  

    Tax Compliance

    Ensuring all records are up-to-date and accurate to avoid penalties or scrutiny from tax authorities.  

    Audit Protection

    Proper bookkeeping helps a business avoid audits by maintaining accurate and complete records.  

    Time Management

    Freeing up the business owner's time so they can focus on core business activities, strategy, and client relations, rather than being bogged down by administrative tasks.  

    Scalability

    Implementing financial processes that can grow with the business, providing a strong financial backbone to support rapid expansion.  

    Peace of Mind

    Taking the stress and anxiety of financial management off the owner's shoulders, knowing that an experienced professional is handling the books.  

    Stakeholder Trust

    Building trust with investors, lenders, and other stakeholders by providing transparent and well-organized financial data.  

  • Our tax services are meant for individuals and businesses to confidently address various tax situations, encompassing both tax preparation and tax planning/consulting. Our offerings include establishing a strong tax foundation,proficient in 1040 forms, and handling profitable business returns.

  • Our consulting services for bookkeeping and tax business. designed to help you confidently navigate various financial situations. We offer guidance on establishing a strong tax foundation, becoming proficient in individual (1040) tax forms, and effectively handling profitable business returns.

  • We offer QuickBooks cleanup services designed to correct and organize financial data within QuickBooks platform. We review and rectify errors, inconsistencies and discrepancies to ensure your business’s financial records are accurate and up-to-date.

    Error Correction

    Identifying and removing duplicate transactions, correcting misclassified expenses, and resolving error messages within the software.  

    Account Reconciliation

    Meticulously reconciling bank and credit card accounts to ensure that the transactions in QuickBooks match the actual account balances.  

    Data Organization

    Reorganizing financial statements, updating customer and vendor information, and clearing out old, unapplied payments and undeposited funds accounts.  

    This service is crucial for a business owner because it provides a reliable, clear financial picture, which is essential for making informed decisions, budgeting, and ensuring compliance with tax laws

  • We offer QuickBooks Online training to individuals and small business owners.