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Month-End Bookkeeping

Ideal for small business owners seeking monthly assistance without the need for ongoing daily or weekly bookkeeping support.

  • Thorough recording of checks, deposits, credit card expenses, payroll, and more.
  • Bank and credit card account reconciliations.
  • Monthly financial and payroll reports for clear insights.
  • Expert payroll setup and review.
  • Coordination with tax preparers and answering related financial queries.

Ongoing Bookkeeping

Ideal for business owners in need of continuous support with their books and finances, including bi-weekly or semi-monthly payroll, accounts payable and receivable management.

  • Daily/weekly recording of financial transactions.
  • Bank and credit card account reconciliations.
  • Management of accounts payable and receivable.
  • Financial reports.
  • Complete payroll solution including payroll setup, direct deposits, filing of all payroll taxes including 941, 940, state unemployment, W2 and 1099
  • Coordination with tax preparers and answering related financial queries.

Complete Outsourcing of Your Bookkeeping and Finance Department

Ideal for business owners prioritizing business growth, while ensuring continuous financial stability, without the overhead of hiring staff.

  • Daily recording of checks, deposits, credit card expenses, payroll, and more.
  • Reconciliation of bank, credit card accounts, and other balance sheet accounts as required.
  • Management of accounts payable and receivable.
  • Inventory management.
  • Continuous financial reporting and analysis.
  • Budgeting and forecasting.
  • Project management.
  • Full payroll service.
  • Coordination with your tax return preparer and addressing financial inquiries.

Consulting and Support Services

  • Budgeting, forecasting, and financial analysis.
  • QuickBooks training and support.
  • Nonprofit organizations support.
  • Setup accounting systems using QuickBooks Online for tax form 990 filing, including chart of accounts, funds, and expense tracking for Programs, Fundraising, and Management & General.
  • Assist in preparing financial reports for presentation to the board of directors.
  • Develop organizational budgets and forecasts, including program budgets.
  • Assist in developing finance and procurement policies and procedures.

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Supporting small businesses for over 17 years. Dedicated to delivering impeccable service and ensuring customer satisfaction.