Services include consultation on key bookkeeping topics to help clients manage their own books using QuickBooks Online or the accounting system of their choice. Support includes setting up a chart of accounts, categorizing transactions, generating financial reports, and answering questions about operating the accounting system to ensure accurate financial record-keeping.

Services include catch-up and clean-up of financial records to prepare for tax filing for current and prior years. This process includes reviewing transactions for accuracy, reconciling balance sheet accounts, and preparing financial statements required by your CPA.

Services coaching and mentoring your accounting team on best practices, workflows, and system optimization. Evaluate performance and support staff development, including hiring strategy and staffing guidance. Assess risk and internal controls while developing and documenting Standard Operating Procedures (SOPs).

Services include recording and reviewing income and expenses in your accounting system of choice, reconciling bank and credit card statements along with other balance sheet accounts, and preparing monthly financial reports.