Services

Bookkeeping

Monthly bookkeeping services to ensure your books are always clean, accurate and up to date:

  • Monthly recording and categorizing transactions

  • Bank and credit card reconciliations

  • Accounts receivable

  • Accounts payable

  • Payroll

  • 1099 processing

  • Job cost accounting

  • Financial statement preparation

  • Year end coordination with your tax preparer

Financial Advisory

Are you an existing business who is ready to take it to the next level? Are you looking for someone who can help you understand what all the numbers mean? Are you looking for answers to questions such as:

  • Did I make money last quarter?

  • Do I need to raise my prices?

  • Why am I having cashflow issues?

  • How can I improve my bottom line?

  • Can I afford to….hire a new employee….take out a loan to invest in my business….buy a new truck?

Cash Flow Management

Maintaining strong cash flow can be challenging for small businesses, but it’s essential to ensure that your business can pay its bills, invest in growth opportunities, and handle unexpected challenges.

If you’re facing cash flow challenges, our simple and effective system for cash flow analysis and forecasting can help you regain stability and get back on track.

QuickBooks Set Up & Training

Not ready to hire a bookkeeper yet but want to get organized? We’ll help you set up QuickBooks so you can stay on track from day one:

  • Identify the best QuickBooks Online subscription to meet your needs

  • Create the QuickBooks account

  • Link bank and credit card accounts

  • Set up customized chart of accounts (specific to you business and entity structure)

  • Set up products/services

  • Training packages

Diagnostic Reviews

Are you concerned that over time your books have got into a bit of a mess? Or perhaps you have concerns about how the bookkeeping was done in the past?

We can give you an independent assessment of the state of your QuickBooks, identifying issues such as:

  • Incorrectly classified transactions

  • Inaccurate bank reconciliations

  • Improperly structured chart of accounts

  • Personal transactions mixed in with business

  • Do the financial statements look clean and complete?

We will provide a written report detailing our findings and a clean up estimate to fix any issues.

Clean Up Services

Whether your books have become disorganized or you’re simply behind and need assistance catching up, we can get your books caught up and cleaned up so that you can file your taxes and have access to the financial information that you need to run your business.