Bookkeeping Services

We provide both onsite and remote bookkeeping
services, utilizing QuickBooks software.

As a company formed by a licensed Certified Public Accountant, we pride ourselves on providing outsourced bookkeeping services using QuickBooks Online or QuickBooks Desktop in a Hosted Environment.

Our Bookkeeping Services Include:

  • Vendor bill management – Input and pay bills.
  • Customer management – Create invoices, send invoices, receive payments, apply payments and monitor customer balances.
  • Reconciliation of bank and credit card accounts on a monthly basis.
  • Process payroll.
  • Connect your bank and credit cards in QuickBooks to allow for automatic downloads on a daily basis.
  • Provide month, quarter and year-end financial close.
  • Work with your CPA or tax preparer at year-end to ensure timely tax returns and or audit, review and compilation reports.
  • Provide management and or board level financial reports.
  • Sales tax collection and filing.
  • Monthly and quarterly financials.
  • Review of and changing of your chart of accounts if needed.
  • 1099 processing.
  • Working with you and your team members to make better use of QuickBooks.