OUR PROFESSIONAL SERVICES

Monthly Bookkeeping

  • Categorizing all business transactions

  • Monthly reconciliations for bank, credit card, and payment platforms

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

  • Monthly review notes in plain English

  • Light accounts payable & receivable tracking

  • Email support throughout the month

  • Optional add‑ons available

Best for: Small businesses that want consistent, accurate books and a calm, predictable workflow.

Add‑Ons

(Optional Enhancements)

  • Receipt management setup

  • Mileage tracking setup

  • Sales tax tracking (non‑filing)

  • 1099 contractor preparation

  • Custom reporting packages

  • Light payroll categorization (not payroll processing)

Quarterly Review & Tune‑Up

  • Quarterly reconciliation

  • Quarterly financial statements

  • Review of trends, spending, and business health

  • Recommendations for improvement

Best for: Businesses that don’t need monthly bookkeeping but still want reliable oversight.

Catch‑Up Bookkeeping

  • Clean‑up and organization of past months or years

  • Rebuilding books that are behind, messy, or inconsistent

  • Correcting miscategorized transactions

  • Reconciliation of all accounts

  • Preparing books for tax filing or CPA review

Best for: Businesses that fell behind or need a fresh start.

New Business Setup

  • Chart of accounts setup tailored to your business

  • QuickBooks Online setup and optimization

  • Workflow setup for receipts, invoicing, and monthly routines

  • Simple onboarding guide so you know exactly what happens next

Best for: New businesses that want clean, organized books from day one.