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
________

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:

  • QuickBooks Desktop & Other Software

  • Onsite Service and Accounting Department Oversight

  • Software Implementations and Conversions

 

Services typically included in our custom service offerings include:

  • Develop an understanding of your business’s primary measurements and KPI’s (key performance indicators)

  • Evaluate current accounting and transaction workflow

  • Recommend and implement changes to align financial reporting to measurements and KPI’s

  • Perform monthly comprehensive review

  • Meet monthly to discuss how current business activity and decisions are impacting your financials and KPI’s

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