How it Works
Set Up & Clean Up
start here
Everybody starts somewhere. When it comes to beautifully balanced books, this is a very necessary step. We’ll evaluate where you’re at with your books. If necessary, we’ll set you up on a bookkeeping platform. Each set of books receives a “deep clean” starting with the current tax year. When we’re finished cleaning up, your books will be up to date and accurate.
Core Services
every day bookkeeping
Set up and clean up is done; now it’s time to maintain it. Our team of experts guarantees that your bookkeeping will be correct and complete. All of our clients receive these core services on a monthly basis:
Entering and classifying transactions in accounting software
Reconciling your accounts and ensuring everything is accounted for
Making all necessary adjustments
Reviewing and preparing financial statements (Balance Sheet, Profit & Loss)
Preparing your end of year tax packet
Email support
+ add-on services
- Invoicing and accounts receivable follow up
- Managing and paying bills (with your money, of course)
- Sales tax filing
- 1099 filing
Grow Your Business
Financial Strategy & Consulting
“Can we afford a bigger office space? Does our budget allow for adding an additional employee? Should we get a loan? Is the business profitable? What metrics do we need to pay attention to?”
These are tough questions, and without an accurate picture of your finances, you will be wading through murky water. With your books in order, you can use the valuable information they tell you to help run your business and make informed decisions.
We have packages with varying levels of support in this area, depending upon what you’re looking for. They include strategy sessions, goal identification and tracking, forecasting, profit planning, and more.