Onsite or virtual bookkeeping services for small businesses,
non-profits and individuals
How we begin
During your complimentary consultation, we’ll complete an intake form that includes goal-setting. Based on your requirements, we’ll present you with a Working Agreement and Proposal, customized to your business needs.
Transactions are entered each month going back to the start date you determine. You’ll receive a chart of accounts to produce financial statements and the training to key in future bookkeeping.
- Establish accounts
- Set-up accounts in QuickBooks
- Link accounts to QuickBooks
- Online Banking
- Develop invoices
- Create reports
Our full-service package. We’ll create verified and reconciled reporting through virtual bookkeeping in addition to a Profit and Loss Statement.
You’ll receive a manual of tasks performed, empowering you with the knowledge of how your bookkeeping records work.
- Accounts Payables & Receivables
- Chart of Accounts
- Income statement, balance sheet, general ledger
- Financial Statement Preparation
We offer QuickBooks and bookkeeping training tailored to what makes the most sense for your business. You’ll receive a pdf copy of notes from the training and we’ll help you create a customized manual to use for your accounting. We offer workshops for PC and MAC users, at your office or our training space.
During tax season, we’re available to assist your tax preparer/CPA in finalizing your taxes. We know what CPAs want and always deliver what they need. In addition, we can do sales tax returns and 1099 and 1096 preparation.