Bookkeeping Services

  • Accounts Payable

  • Accounts Receivable

  • Bank Reconciliations

  • Prepare Financial Statements

  • 1099 Forms and Transmittals

  • Create Filing Systems

  • Small Business and Personal Books


Consulting Services

  • Identify Best Version of QuickBooks

  • Set Up of QuickBooks and Chart of Accounts

  • Streamline Your Accounting System

  • Account Clean Up of Current File

  • Payroll Referrals

  • CPA Referrals

  • Business Entity Set Up Referrals

Training Services

  • QuickBooks Training for You and Your Staff, Including Desktop or QuickBooks Online

  • Managing an "Audit Ready" Filing System

  • What You Can and Cannot Write Off Through Your Business

  • What Info to Provide Your CPA with a Year-End


Extra Services

  • Work Closely with Your CPA

  • Work with Your Payroll Company for Reports to Book in QuickBooks

  • Estimated Tax Payment Reminders

  • Share Tips 

  • Provide a Year-End Reminder List


No Charge for Emails or Phone Calls Lasting Less than 15 Minutes