Bookkeeping Services

Where Are You in Your Bookkeeping Process?

Maybe your books are in great shape—but your bookkeeper is retiring. Maybe you’re an established business, but your “system” is still a shoebox in the trunk. Maybe you’re launching a new business and need to build your books from the ground up.
No matter where you find yourself or what past bookkeeping experiences you’ve had, we’re here to help.

 

Our Bookkeeping Services

Our Bookkeeping Services package is built around your business—your goals, your processes, and your budget. We use QuickBooks, the industry-leading bookkeeping software, and dedicate our Bookkeeping Services team directly to you.

Our team handles all the tedious (but essential) bookkeeping tasks, and every piece of work is performed or reviewed by a QuickBooks-Certified ProAdvisor with over 15 years of experience. You’ll receive clear, easy-to-understand monthly reporting designed to give you confidence in your numbers and peace of mind knowing you have accounting experts supporting you.

Whether you need us to supplement your internal team or fully outsource your bookkeeping, our Bookkeeping Services package adapts to fit your business—so you can focus on what you do best.

Our Bookkeeping Services package is designed to support your unique business, budget, goals, and processes; and it’s all done using QuickBooks, the leading business bookkeeping software.  We’ll dedicate our Bookkeeping Services team to your business. We will take on all the tedious (yet important) bookkeeping tasks and the work will be performed by or reviewed by a QuickBooks certified ProAdvisor with more than 15 years of experience.  Our monthly deliverables provide clear and concise reporting that is easy to understand. Gain confidence in your numbers and the peace of mind that comes with having our team of accounting experts at your back. Our Bookkeeping Services package can augment your existing team or enable you to fully outsource your bookkeeping.

Bookkeeping Services

Fees start at
$ 400 per month
  • Data entry of financial transactions into QuickBooks Online or QuickBooks Desktop
  • Bank Reconciliations – Reconcile bank, credit card, and loan accounts
  • Accounts receivable: payment processing and collections
  • Accounts payable: enter and pay bills
  • Financial Statements – Profit (loss) statement, balance sheet, and simplified reports that provide a quick accurate snapshot of your business
  • Prepare sales and use tax returns
  • Prepare annual 1099 forms
  • Communication and counseling – We continually communicate and work hands-on with you to improve your profit

Fees shown above are minimum starting fees for bookkeeping services and do not include QuickBooks related licensing fees. The actual fees for bookkeeping services depends on the complexity of your business.

QuickBooks Consulting

QuickBooks Consulting Services

Our bookkeeping services team is here to help solve your QuickBooks challenges—big or small. Whether you’re brand new to QuickBooks, choosing the best version for your business, customizing your company file, setting up payroll, or upgrading an existing file, we’ll build a customized QuickBooks consulting plan that fits your exact needs.

Click on each tile to learn more about our services:
Business Process Improvements
Business Process Improvements
We’ll analyze your current financial and operational processes and design streamlined workflows using QuickBooks and complementary applications. This helps reduce redundancy, eliminate bottlenecks, and improve efficiency.
Data conversion
Data Conversion
Switching to QuickBooks? We make the transition seamless. We can import customer/vendor lists, account balances, historical transactions, and other key data to ensure a clean and accurate conversion.
File Issues & Review
File Issues & Review
If your QuickBooks file is acting up—or you just need assurance that your numbers are accurate—we’ll perform a detailed file review. We can restore damaged files, correct setup issues, and provide a clear report on the accuracy and health of your data.
Quickbooks Implementation
Quickbooks Implementation
From a simple single-user Desktop setup to a multi-user cloud environment, we can design and implement a QuickBooks solution that supports your business today and scales with you tomorrow.
Custom Reports
Custom Reports
We build tailored QuickBooks reports that highlight the financial insights you need to make informed decisions—delivered in a format that’s easy to understand.
Quickbooks Training
Quickbooks Training
Learn Quickbooks from a certified Quickbooks ProAdvisior with training tailored to your business needs.