Services
Routine Bookkeeping
We provide bookkeeping and quickbooks bookkeeping services throughout the year depending on your preference of frequency. We provide services as frequently as once a week, or as slowly as once a year – this depends on what you’re looking for. Typically our clients prefer the monthly schedule.
We find that every business has unique complexities, and this is okay! We will work with you to examine your needs and provide you with a customized service plan that works best for you and your business. Here is a list of common tasks we perform for our clients:
- Recording and categorizing all transactions
- Reconciling the transactions to the bank and credit card statements
- Tying A/R, A/P, and/or loans
- Sending financial reports to the owner via email
For all routine bookkeeping we will agree on a fixed price based on the volume and complexity of your business.
QuickBooks Cleanup/Catchup
If your business has months or years of bookkeeping left undone, or if you simply need things cleaned up, you’ve come to the right place. Typically this kind of work is requested because of a tax return deadline or because of a bank’s demands.
With our PDF reader, we are able to take your old bank statements, convert them to excel, and then import them into your QuickBooks. By eliminating the manual entry aspect of adding transactions, we are able to reduce your costs dramatically.
For all cleanup and catchup work, we charge a fixed price based on the volume and complexity of the work.