Services Overview

We offer full-service bookkeeping support tailored to small businesses, contractors, and growing companies

Monthly Bookkeeping

Stay organized every month with consistent financial management

• Transaction categorization and recording

• Bank & credit card reconciliations

• Accounts payable (bills and vendor tracking)

• Accounts receivable (invoicing and payment tracking)

• Monthly financial statements (Profit & Loss, Balance Sheet)

• Month-end closing and reporting

Best for: businesses that want ongoing support and accurate monthly reporting

QuickBooks Setup & Systems

Start your bookkeeping with the right foundation

• QuickBooks Online setup and customization

• Chart of accounts creation and structuring

• Bank and credit card integration

• Invoice and billing workflow setup

• Receipt tracking system setup

Best for: new businesses or those switching accounting systems

Financial Reporting

Understand your numbers with clear, easy-to-read reports

• Monthly Profit & Loss reports

• Balance sheet preparation

• Cash flow tracking

• Budget vs. actual reporting

• Expense and profit analysis

Best for: business owners who want better financial decision-making

Add-On Services

Flexible support when you need more than basic bookkeeping

• 1099 contractor tracking and preparation

• Receipt organization and digitization

• Year-end CPA support

Packages

Choose the level of support that fits your business

Essential

For small businesses needing essential monthly bookkeeping maintenance

• Transaction categorization

• Bank reconciliations

• Basic Monthly reports

Professional

For growing businesses needing more structure

• Everything in Essential

• A/P and A/R tracking

• Monthly financial review

Complete

For business owners who want full-service financial management

• Everything in Professional

• A/P and A/R Management

• Cash flow insights

• Budget tracking

• Priority support