OUR SERVICES
BOOKKEEPING
Packages customized to fit your business
Essentials
QuickBooks Online subscription
Electronic receipt/bill capture
Monthly bank & credit card activity
Reconcile bank & credit card accounts
Financials review
Financial reports
QuickBooks Online support & training
Annual 1099 reporting
Work with your CPA for tax preparation
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Enhanced
QuickBooks Online subscription
Electronic receipt/bill capture
Monthly bank & credit card activity
Reconcile bank & credit card accounts
Financials review
Financial reports
QuickBooks Online support & training
Annual 1099 reporting
Work with your CPA for tax preparation
Upgrade to weekly activity updating
Pay vendor bills
Customer invoicing
Payroll
Custom KPI’s for your business
Monthly financials meeting
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Insights
QuickBooks Online subscription
Electronic receipt/bill capture
Weekly bank & credit card activity
Reconcile bank & credit card accounts
Financials review
Financial reports
QuickBooks Online support & training
Annual 1099 reporting
Work with your CPA for tax preparation
Pay vendor bills
Customer invoicing
Payroll
Custom KPI’s for your business
Monthly financials meeting
Job costing
Class or location tracking
Budgets
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ADVANCED
ACCOUNTING
SERVICES
If one of the above packages doesn't fit your business, let us tailor a solution for you. We can create custom service offerings for:
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QuickBooks Desktop & Other Software
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Onsite Service and Accounting Department Oversight
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Software Implementations and Conversions
Services typically included in our custom service offerings include:
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Develop an understanding of your business’s primary measurements and KPI’s (key performance indicators)
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Evaluate current accounting and transaction workflow
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Recommend and implement changes to align financial reporting to measurements and KPI’s
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Perform monthly comprehensive review
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Meet monthly to discuss how current business activity and decisions are impacting your financials and KPI’s