What We Do

Our Services

Bookkeeping Support

Monthly account reconciliations, transaction categorization, and routine adjustments

Monthly Financial Statements

Includes Profit & Loss statement, Balance Sheet, and Cash Flow Statement

Performance Insights & Analysis

Profit Comparison report and notes to highlight trends and key changes in your numbers

Professional Reporting

Clean reporting that can easily be shared with your CPA and alleviate tax-season stress

- Monthly, Quarterly and Annual books review in QuickBooks

- Monthly financial statements including Profit & Loss (P&L), Balance Sheet, Summary of Cash Flows

- Profit Comparison report (year-over-year, month-over-month, etc.) and insights on the changes

- Enter bank and credit card transactions and appropriately categorize all activity

- All necessary reconciliations will be completed timely

- Record journal entries and adjustments as needed

- QuickBooks clean-up services are available for new clients (separate fee)