Routine Bookkeeping
We provide bookkeeping and quickbooks bookkeeping services throughout the year depending on your preference of frequency. We provide services as frequently as once a week, or as slowly as once a year – this depends on what you’re looking for. Typically our clients prefer the monthly schedule. Here is a list of common tasks we perform for our clients:
Recording and categorizing all transactions
Reconciling the transactions to the bank and credit card statements
Tying A/R, A/P, and/or loans
Sending financial reports to the owner via email
Bill pay (optional add-on)
Sales tax (optional add-on)
Payroll (optional add-on)
Bookkeeping Cleanup/Catchup
Need a complete set of financials for tax purposes or to obtain a loan?
Our QuickBooks cleanup services will help you clean-up all necessary months & years so that taxes can be timely filed
State-of-the-art software that reads PDF bank statements and uploads transactions to QB file
Ensure that all transactions have been included and properly accounted for
Monthly Financials
Need on-going bookkeeping support in QuickBooks Online?
Unlimited bookkeeping support
Transaction categorization
Bank & credit card reconciliation
Timely financial statements sent within 2 weeks after close of every month