Bookkeeping Services Designed for Small Businesses
We help business owners organize their finances, clean up messy books, and gain clarity in their numbers so they can make confident business decisions.
New Client Diagnostic Review – $275
We'll review your books, identify issues, and create a customized plan for moving forward.
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**Perfect for new business owners who need QuickBooks set up correctly from the beginning**
We will create a new QuickBooks Online company for you if one does not already exist.
Create and configure your Chart of Accounts (all your income and expense categories)
Set up bank feeds for your bank and credit accounts
Pull in past transactions as needed
Enter transactions together to ensure understanding
Customize Invoices with your brand style
We will recommend apps and programs to increase efficiency in your accounting and bookkeeping processes
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Record income and expenses
Reconcile bank, credit cards and other business accounts
Spot checks for clean up and maintenance to keep you books accurate
Month-end closing process
Custom financial reports
Monthly Business Review
Quarterly packages available
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Behind on your books?
No judgment.
Whether you're months or years behind, we'll organize your records, identify issues, and get your books back on track.
Review current bookkeeping (if in place)
Catch up on prior months or records
Establish a bookkeeping system that works for you
We Serve:
✓ Service-Based Businesses
✓ Consultants
✓ Coaches
✓ Entrepreneurs
✓ Small Business Owners
Getting Started Is Easy
1. Schedule Your Consultation
Tell us about your business and bookkeeping needs.
2. Diagnostic Review
We'll review your books and identify opportunities for improvement.
3. Customized Plan
Receive recommendations and ongoing support tailored to your business.