We provide complete, monthly bookkeeping support to ensure your financial records are accurate, up-to-date, and easy to understand.
Services include:

-Recording and categorizing all income and expenses

-Partial Support managing invoices, receipts, and vendor bills

-Tracking deposits, payments, and financial activities in real time

-Maintaining a clean and organized chart of accounts

-Ensuring every transaction is coded correctly for reporting and tax purposes

This foundation allows your financials to remain accurate, transparent, and audit-ready at all times.

Accurate reconciliations are essential to building trust in your numbers.
We perform monthly reconciliations to ensure your books match your bank, credit card, PayPal, Square, Stripe, and other financial accounts.
Service Includes:

-Identifying and correcting discrepancies

-Detecting missing entries or duplicates

-Ensuring balances match with 100% accuracy

-Verifying cash flow for better decision-making

Limited Accounts Payable & Receivable Services
For clients who prefer to manage most processes internally, we offer limited support for AP/AR tasks. This includes basic help with organizing invoices, receipts, and vendor bills to ensure your records remain accurate and properly documented while you retain control over day-to-day operations.

Payroll Entry Using Multiple Platforms: Service Includes
We provide accurate and timely payroll entry services across various payroll platforms. Whether your business uses QuickBooks Payroll, ADP, Gusto, Paychex, or another system, we ensure all employee hours, wages, deductions, and adjustments are entered correctly. Our flexible approach allows us to work within your existing payroll software, maintaining accuracy and compliance while supporting your unique payroll process.

Get a clear picture of your business performance with tailored financial reports.
Reports include:

Profit & Loss (Income Statement)

Balance Sheet

Cash Flow Statement

Accounts Payable & Accounts Receivable Aging

Sales reports, expense summaries, and customized financial dashboards

Monthly, quarterly, or annual close-outs

We explain your numbers in plain language so you fully understand your financial health.

If your books are behind, messy, or incomplete, we fix them.
Cleanup includes:

-Reorganizing your chart of accounts

-Correcting miscategorized transactions

-Fixing reconciliation errors

-Reviewing historical data for accuracy

-Bringing your books up to date, no matter how far behind

Perfect for new clients or businesses preparing for taxes or audits.

With auditing as part of our background, we provide exceptional accuracy and transparency.
Services include:

-Transaction verification

-Internal control checks

-Organized documentation for external auditors

-Ensuring compliance with financial standards

-Creating audit-ready financial records

Our audit-focused approach ensures every number is traceable, accurate, and properly documented.

We specialize in QuickBooks Online and help businesses transition smoothly.
Services include:

-Full QuickBooks Online setup

-Customizing chart of accounts and workflows

-Converting data from spreadsheets or other platforms

-Integrating apps and automation tools

One-on-one training for business owners and staff

Beyond numbers, we help you make sense of your financial picture.
Advisory services include:

-Expense and revenue trend analysis

-Cash flow insights

-Budget creation and monitoring

-Financial best practices

-Recommendations to support growth