You focus on the big picture. We focus on helping you get there.

15 minute consultation
30 minute consultation

What types of solutions do we provide?

Revenue Tracking

Bookkeeping

QuickBooks Cleanups

Financial Statements

Bill Tracking & Payments

1099 Filing

Sales Tax Compliance

Custom Reporting/Analytics

Tax Return Filing

State and Federal Tax Compliance

Tax Planning

Tax Credits

How our bookkeeping solutions work:

Step 1
Remote Consultation
First, let's chat
 
We start with a consultation to understand you and your business needs. Once we determine if we're a good match for each other we'll provide you with a quote for the services requested.
Step 2
Collect Information
Information gathering time
 
We'll send you a list of documents we'll need to get started. Examples would be bank statements, credit card statements, loan documents and various docs.
Step 3
Set-up
Now the fun starts
 
Depending on the services you need, we'll either set up your QuickBooks file, clean your Chart of Accounts and/or begin the bookkeeping and start reconciling your bank statements with QuickBooks.
Step 4
Expand
Tax-ready financials
 
Once all the books have been reconciled and the adjustments have been made, we'll be able to produce financial statements. These can be used to take a deep dive into the profitability of your company and/or preparation of your tax returns.

FAQ

Because no two businesses have exactly the same bookkeeping needs, we take an individual approach to each of our clients. First, we’ll do a detailed interview to learn about your business and your bookkeeping and financial reporting needs. We’ll use this information to tailor a bookkeeping plan to your exact needs. When you sign off on the plan, we begin.

 

However big you think your mess is, chances are we’ve seen and cleaned up bigger ones. We’re experts in getting financial material organized and caught-up after months or even years have gone by.

Absolutely. That’s one of our specialties. The first step is to get all the vital information pulled together and verified. Then we assemble the information and get it to your tax preparer. If you don’t have one, we can do it for you. We’ve helped a lot of clients in exactly this situation.

We are Certified QuickBooks ProAdvisors. We live, eat, and breathe QuickBooks. How QuickBooks is set up at the outset determines whether you can get reports that are useful for managing your specific business. We’ll make sure your books are set up right.

 

You will be able to give access to your books to whichever accountant you wish. We are bookkeepers and Quickbooks Online has a built-in access for Accountants. If you would like a recommendation for an accountant that specializes in your business we maintain a database of great accountants in your area. As your books will be clean, you should not have any big bills from your Accountant come tax time.

 

All of our services are month to month so you can cancel at any time without any penalty. Your Quickbooks Online account is yours and of course you can take it with you.

 

Yes, catch-up bookkeeping is one of our most popular services!

Many small businesses come to us months or even years behind in their bookkeeping and tax returns. We can assist in helping you gather all of your information and preparing financial reports in a about a week.

We’re able to have most books completed by the 10th day of the month depending mostly on the complexity of the project.

Not necessarily. Depending on which package you chose the software will already be included with your monthly bookkeeping service

Yes! Here’s a link to schedule a call: Consultation