Monthly
Bookkeeping
Ongoing bookkeeping to keep your financial records accurate and up to date.
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Categorizing income and expenses
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Reconciling bank and credit card accounts
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Monthly Profit & Loss statement
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Monthly Balance Sheet
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Review for errors or duplicates
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Ongoing bookkeeping maintenance
Catch-Up Bookkeeping
For businesses that are behind and need their books brought current.
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Entering and categorizing past transactions
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Reconciling prior months
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Bringing accounts current
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Correcting basic categorization issues
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Organizing records by month
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Preparing for ongoing bookkeeping
Bookkeeping
Cleanup
For books that have been maintained but need correcting and organizing.
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Fixing duplicate transactions
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Correcting uncategorized items
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Reviewing account classifications
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Cleaning up bank-feed issues
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Fixing reconciliation discrepancies
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Organizing your chart of accounts
Bank & Credit Card Reconciliation
Accurate reconciliations give you confidence in your numbers.
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Matching deposits and withdrawals
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Identifying missing or duplicate items
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Reviewing outstanding items
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Reconciling bank and credit accounts
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Confirming accurate ending balances
QuickBooks
Setup Assistantance
Setup and bookkeeping support to help your business run smoothly.
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New QuickBooks Online setup
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Connecting bank & credit accounts
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Chart of accounts organization
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Customer & vendor setup
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Entering beginning balances
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Cleaning up existing QuickBooks files
One-Time Bookkeeping Projects
Need help with a specific project? We've got you covered.
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Special projects and one-time tasks
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Organizing financial records
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Account reviews and reporting
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Data entry and categorization projects
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One-time cleanup or correction
