Services

☁ Cloud Bookkeeping

Ongoing, day-to-day bookkeeping in the cloud:

• Bank and credit card reconciliations
• Transaction categorization and recording
• Accounts payable and receivable support
• Sales tax tracking and filing

You get books that are current every month — not a reconstruction project at tax time.

📊 Monthly Close & Reporting

At the end of every month, we close your books and deliver:

• Profit & loss statement and balance sheet
• Reconciled accounts, tied out and reviewed
• A plain-English written summary of what changed and what needs your attention

You’ll always know how last month went — while there’s still time to do something about next month.

🛠 QuickBooks Setup & Consulting

• New QuickBooks Online or Desktop company setup, done right from day one
• Chart of accounts design for your kind of business
• Conversion and migration help — including moving from Desktop to Online
• Training for you or your staff, and troubleshooting when something looks off

We’ve spent years inside QuickBooks. If it can do it, we can set it up — and if it can’t, we’ll tell you what will.

🧹 Cleanup & Catch-Up Bookkeeping

Behind on your books? You’re not alone, and you’re not the worst we’ve seen.

• Rebuilding months or years of missing bookkeeping
• Fixing miscategorized transactions and unreconciled accounts
• Getting you caught up and ready for your tax preparer, a loan application, or a sale

Once you’re current, our monthly service keeps you there.

🔗 Third-Party Software Integration

Already using other software to run your business? We can integrate third-party software with your accounting system, so your numbers flow into your books instead of living in separate silos — and you don’t have to switch to expensive proprietary systems to get the functionality you need.