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Our Services

Here to help you get set-up, caught-up, and keeping up with your financial records today.

QUICKBOOKS ONLINE SET UP/CLEANUP

MONTHLY BOOKKEEPING

  • Customized chart of accounts

  • Historical data cleanup and catch-up

  • Bank and credit card reconciliations

  • Payroll integration and classification

BOOKKEEPING SUPPORT SERVICES

  • Recording income and expenses

  • Reconciling bank, credit card, and loan accounts

  • Categorizing transactions 

  • Managing receipts and documentation

  • Regular meetings to review/revise records and/or systems

  • Invoice your clients

  • Watch for and record payments

  • Pay the bills

  • Run payroll 

  • Your accounting AR/AP/Payroll dept.

FINANCIAL REPORTING

YEAR END PREP AND SUPPORT

  • Tax-ready books for your CPA or tax professional

  • 1099 and W-9 support

  • Annual reports and summaries

  • Final reconciliations for all balance sheet accounts

  • Monthly Profit & Loss and Balance Sheet

  • Custom reports to meet your management needs

  • Support during tax season — we’ll work directly with your CPA

  • Ongoing Communication

  • Dedicated Quickbooks Online Support

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