Free Consultation
We will meet with you in person or virtually to get to know you and your business and assess your needs. We will then review your current books (if you have any) and create a proposal for you outlining what services we think will serve you best and what the investment on your part would be.
Bookkeeping
Our cloud-based bookkeeping covers four main services:
QuickBooks Set-Up
If you are just getting started with your business or you’ve been in business for a while but don’t have organized books yet, we will set up your books for you! It can be overwhelming to try to create a chart of accounts and other necessary elements for your books. Let us get them set up for you correctly so you can focus on growing and developing your business!
QuickBooks Clean-Up
Already have your QuickBooks set up but not sure if they are accurate? We can take a look and let you know. If they need some work, we can go back as far as necessary and clean them up for you so that you have accurate current and historical data. If you’re looking to open lines of credit to grow your business, you’ll likely need accurate historical financial reports, and we can prepare them for you!
QuickBooks Maintenance
You have so much to juggle as a business owner that likely the last thing you want to deal with is your books. It can be stressful trying to navigate the program and wondering if you are inputting your transactions correctly. It is incredibly frustrating to put the work in and have the numbers not match up when you finish! Take that stress off of your plate and let us handle your books for you on a montly basis. We will reach out to you if we have any questions about transactions you have made, but other than that your books will just quietly run in the background for you. You can access them whenever needed, and we are always here to answer questions for you anytime!
Financial Report Preparation
As the owner of your business you need to make decisions constantly and you need accurate financial information to do that well. Once your books for the previous month have been completed and reconciled, we will provide you with three financial reports: Balance Sheet, Income Statement, and Statement of Cash Flows. We will then meet with you virtually to review the reports and ensure you understand them so that you can utilize them fully to grow your business!
Other Services
If you are interested in other services, such as accounts payable or accounts receivable, we are happy to review your business and provide a quote for those as well.