You will be assigned a dedicated bookkeeper who will handle your data entry, reconciliations, and send you financials (P&L and Balance Sheet) every month 

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Most clients that come to us are months or years behind on their books - you are not alone!

We can get your books caught up quickly, even if you are years behind!

Once you are caught up, we will put you on a monthly schedule to make sure you don’t fall behind again

We can usually give you a flat rate to catch up your books - this way, you know your costs before engaging with us

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Clean Up -  Are your books a mess?

Let us take the burden off of your shoulders by giving you clean books that will help you make smart financial decisions

We will review your file to see where the problems lie and what it will take to fix them

We will advise you on the most cost-effective option, whether it is cleaning up and fixing the current file, or actually starting over with a clean slate

Why create a new file?

​Often we find it will be cheaper for the client if we start a brand new file and catch up the books properly, rather than spending hours of research to find and correct mistakes.

We always choose the most cost-effective option that will result in the best final product for the client

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New Business  - Need help with your books for your new business?

Getting your ducks in a row from the start is the ​best way to set your business up for success

We can help you set up a bookkeeping system that works for your business and then keep you on a monthly schedule so that you don't fall behind

We are an outsourced service, which means that we can grow with you as you grow your business and help you stay organized

best of all. We will generate accurate financial statements that will allow you to make smart business decisions

 

End of month   - You do the day-to-day, We make sure the financials are right

Team up with us and you will get the best of both worlds
​Your staff will handle your day-to-day tasks in house, but you ​will have ​a third party ​reviewing your books each month to ensure accuracy and accountability

How does it work?

Many of our clients have someone in house who does the everyday data entry tasks (invoicing, receiving customer payments, paying bills, payroll)

If needed, we can train your in-house staff to handle the time-consuming day-to-day tasks correctly and consistently

We handle the tasks that require an expert level of bookkeeping and QuickBooks knowledge... We code your transactions in QuickBooks each month, reconcile the statements, and generate accurate financial report