Our Services

  • Bookkeeping & Reconciliation Services

    • Bookkeeping (Monthly/Quarterly/Annual)

    • Reconcile Bank, Credit Card & Loan Accounts

    • Data Entry

    • Allocate Expenses

    • Itemize Deposits

    • Journal Entries

  • Catch Up & Clean Up Services

    Our catch-up services bring your accounts up to speed, ensuring accuracy and eliminating the stress and anxiety of messy, outdated books. Enabling you to make informed decisions for your business based on real-time, accurate data.

    • Quickbooks Online account set up

    • Categorization of transactions

    • Financial reports

    • Reconcile bank statements

  • Financial Reporting

    • General ledger & financial statement preparation

    • Personal financial statements

    • Monthly financial reporting

    • Comparative Income Statement/Profit & Loss

    • Performance Analytics

    • Statement of Cash Flows

  • Other Services

    • Accounts Payable and Receivable

    • Budget formation

    • Notary Services

  • Outsourced Bookkeeping for CPAs & Tax Preparers

    • Act as your referral partner or white-label subcontractor

    • Review your client books

    • Manage your client’s bookkeeping on a consistent schedule

    • Prepare Balance Sheets and Profit & Loss Statements

    ‍Click here to contact us today to discuss how we can help you focus your billable time on more profitable services.

  • Payroll Services

    • Direct Deposit

    • Electronic Tax Payments

    • Online Employee Access

    • Quarterly & Annual Payroll Tax Reports

    • W-2s & W3

    • 1099’s for Subcontractors