Services
On-Boarding Process
1.
Discovery Call
Get to know about your business and your financial needs so we can ensure your business will succeed and thrive together.
2.
Clean-Up & Setup
Your past transactions will be organized and reconciled while your QuickBooks Online company will be set up for accurate real-time reporting.
3.
Ongoing Monthly Support
Enjoy reliable, monthly bookkeeping that provides financial clarity and insights to keep your operations scaling confidently.
Industry Specificities
Startups
Optimize your burn rate and cash flow with expert expense tagging for tax credits and scaling.
Health & Wellness
Ensure HIPAA compliance and tailored insurance reconciliation for your practice's financial health.
Nonprofit
Stay transparent and accountable with detailed tracking of restricted funding and donor contributions.
e-Commerce
Streamlined inventory tracking and payment platform reconciliation to optimize your cost of goods sold.
Bookkeeping Services
Transaction Categorization
Accurately classify every transaction to ensure your books are audit-ready and tax-compliant.
Clean-up / Catch-up
Tidying up historical records and bringing overdue bookkeeping up to date for total financial clarity.
Financial Reporting
Regular, systematic reporting that provides you with clear insights into your business performance and cash flow.
Bank Reconciliation
Monthly matching of your bank statements with accounting records to verify every penny is accounted for.
Payroll
Reliable payroll processing and recording to ensure your team is paid on time and taxes are handled.
Record Keeping
Secure, organized storage and management of all you business documents and financial data for long-term growth.