Our Services
Discover how our bookkeeping services simplify your finances, giving you more time to focus on what truly matters — your business!
Diagnostic Review
All new clients are required to undergo a paid diagnostic review. This review will enable us to gain a thorough understanding of your business and allow us to create a customized plan for your bookkeeping. We firmly believe that no one should pay for services that they don’t need, so this review is essential in prescribing an accurate bookkeeping strategy for your company. Regardless of whether you decide to move forward with the engagement, the diagnostic review provides you with a detailed report of our findings and recommendations.
Initial Set-Up
Just starting out? We can help assist you with setting up your company’s finances in an appropriate accounting software. At this time, we utilize Quick Books Online, Xero, and Wave accounting softwares.
We recommend pairing this service with an ongoing monthly bookkeeping package.
The cost of this service will be customized according to the complexity of your company and other factors. Please contact us to learn more.
Clean-Up or Catch-Up Services
Have you fallen behind on your books and are feeling overwhelmed?
We will review current bookkeeping history, catch up on prior months, and establish an appropriate bookkeeping service.
The fee is determined by the scope of the work.
Ongoing Monthly Bookkeeping Support
Stay on top of your finances with our monthly bookkeeping services. We will keep your books accurate and stress-free and you will gain a better understanding of your financial picture.
Monthly bookkeeping services include the recording of income and expenses, transaction categorization, and bank reconciliations. You will receive monthly financial statements.
The cost of this service will be customized according to the complexity of your company and other factors. Please contact us to learn more.
AR/AP Management
Do you require someone to pay your monthly bills, generate invoices, and follow up with accounts receivables? We can help!
This service can be included as a part of a monthly bookkeeping package.
Please reach out to learn more.