top of page
Services
Onboarding Process
-
Schedule a free 1 hour phone or Zoom consultation to review your business type and accounting needs
-
Set up a new QuickBooks file or take over an existing one
-
Organize and input all past transactions and clean up to the current date
Ongoing Services
-
Import and categorize monthly transactions in QuickBooks
-
Optional add-on services include: invoicing, bill payments, income categorization, payroll management and more
-
Provide monthly financial statements
-
Ongoing communication to review and discuss financial status
-
Act as a liaison between the client and their accountant throughout the year
-
Virtual bookkeeping services
Excluded Services
-
Legal business advice
-
Tax preparation and filing services
-
Payroll processing (work with your payroll company: ADP, Gusto, etc.)
-
On-premises bookkeeping
bottom of page