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Services

Bookkeeping Services

Let us handle it for you!

We offer bookkeeping services on a bi-monthly, monthly, or quarterly schedule.

Our service may include:

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  • Data Entry:  Recording financial transactions such as sales, expenses, and payments.

  • Accounts Receivable and Payable: Managing invoicing, customer payments, and vendor bills.

  • Bank Reconciliation: Ensuring financial records match bank statements.

  • Expense Tracking: Monitoring and categorizing business expenses.

  • Payroll Processing: Handling employee payroll, tax withholdings, and benefits.

Clean Ups & Setups

Correcting financial records, clearing backlogs, and setting up systems for long-term efficiency.

Our service may include:

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  • Clean up scope: Financial data clean-up, backlog clearing, chart of accounts optimization, historical reconciliations, accounting software setup, and workflow establishment.

  • Software Setup and Training: Implementing and training on tools like QuickBooks, Xero, or other platforms.

  • Process Improvement: Streamlining financial workflows for efficiency.

Financial Reporting

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Our service may include:

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  • Clean up scope: Financial data clean-up, backlog clearing, chart of accounts optimization, historical reconciliations, accounting software setup, and workflow establishment.

  • Software Setup and Training: Implementing and training on tools like QuickBooks, Xero, or other platforms.

  • Process Improvement: Streamlining financial workflows for efficiency.

Tax Preparation Support

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Our service may include:

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  • Tax Document Preparation: Organizing financial records for tax filings.

  • Sales Tax Filings: Managing state and local sales tax compliance.

  • 1099 Preparation: Filing contractor tax forms.

Specialized Services

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Our service may include:

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  • Inventory Management: Tracking inventory levels and associated costs.​

  • Job Costing: Monitoring costs for specific projects or jobs.

  • Bank and Loan Coordination: Assisting with bank reconciliations and loan applications.

  • Audit Support: Providing documentation for internal or external audits.

  • Customized training:  for owners and employees

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