Services

Our basic level bookkeeping services include the following monthly services:

• Onboarding
• Journal Entries, 
• Recording Accounts Payables & Receivables
• Sales Tax Reporting
• Account Reconciliation
• Bank Reconciliation
• Balanced Books
• Month End, Quarter End, and Year End, Financial Reports
• Cash-Based -or- Accrual Based Accounting
• And more

Startup / Very Small Businesses 

For our tiny business community, we are happy to announce a Quarterly Bookkeeping service! 

You too can have good books at a very affordable rate. If qualified, we will provide you with everything in our Basic Bookkeeping Service package, however, since we will only update your books every 3 months, this will save you money. You will love the peace of mind knowing the state of your business every quarter/year and your accountant will love doing your taxes.      

Initial Set-Up

• Discount on QBO 
  • 40% off retail price for as long as we have your account
• Set up Chart of Accounts
• Add Company Information / Structure
• Set up Vendors and Clients
• Add workflows
• And more

Accounts Receivable

• Invoice, Bid, or Estimate creation  
  • Delivery to your customers
• Statements sent to aging accounts after 30, 60, 90 day periods
• Develop an efficient invoicing system
• Collection calls to customers with delinquent balances
• And more

Accounts Payable

• Payments prepared for bills
• Bills entered into your books 
• Checks set up for you to print and sign or paid electronically
• A custom purchase order system, if necessary

Payroll Processing

• We now offer Payroll Processing!
  • Please see us for more details

• Does buying that new equipment make sense?
  • We can perform a New Equipment Purchase Study
• What are your most/least profitable business segments?
  • We can perform a Profitability Study
• How does your business stack up to your competitors?
  • We have benchmark data on thousands of businesses to see how you compare 
• What do you need to know or like to understand better? 
  • Message us with your particular needs. Chances are, we can assist you in making an informed business decision!  

• Business sales are tricky and only the best ones sell for a greater profit
  • Get a comparative advantage over other businesses for sale
• We can perform an in-depth analysis on the state of your books
  • Are you measuring the correct things?
  • Does your key performance indicators (KPI's) compare to your competitors?
    • If so or not, what are the differences?
  • Are your books clean and balanced?
• We look at all of this and more when we perform a Business Sale Study