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 Accounts Receivable (A/R) & Accounts Payable (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

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.

Ongoing Support

Aside from looking for personal business consultant for you small bussiness or is your business small enough that you are able to do the bookkeeping on your own? If so, that’s great! We’re helping small business accounting services and I encourage business owners to do the bookkeeping if they are able and willing. If this is you, then perhaps you need support/training along the way. If you have a problem or question, we want to be able to support you in any way that we can.

For ongoing support, we charge at our hourly rate. Contact us for more information about the pricing.

HOW THE PROCESS WORKS

Our Simple 3-Step Process

Step 1

A complete view of your financial standing.

We assess your accounting records, workflows, and financial data to uncover inconsistencies, risks, and improvement areas. This review provides actionable insights into your current financial position and clear next steps to help you move forward with confidence and control.

Get your financial records current — quickly and accurately.

If your bookkeeping has fallen behind or you’re getting ready for tax season, we review, clean, and reconcile your historical records. We ensure transactions are properly classified and your books are fully organized and CPA-ready.

Reliable, accurate, and consistent bookkeeping.

We handle your day-to-day financial records with care — including transaction categorization, account reconciliations, and clear financial reporting — so your books stay accurate, up to date, and easy to interpret at all times.

Step 3

1. Assess & Diagnose
We review your books, systems, and financial activity to identify gaps, risks, and opportunities. This step provides a clear picture of where your business stands and what needs to be addressed.

2. Clean & Organize
We bring your records up to date by correcting errors, reconciling accounts, and properly categorizing transactions. Your books are organized, accurate, and fully prepared for taxes or ongoing bookkeeping.

3. Maintain & Support
We manage your ongoing bookkeeping with consistency and precision — delivering reliable financial reports and insights so you can make informed decisions with confidence.