Bookkeeping Essentials

    • Categorize transactions to correct accounts

    • Monthly bank reconciliations

    • Catch small errors before they become big

    • Monitor for fraud

    • Prepare financial statements (Profit & Loss and Balance Sheet)

    • Let us break down the basics for you for easy understanding of your financial reports

    • Provide consulting showing changes & trends in your books

    • Work with your payroll company to gather reports

    • Breakdown payroll entries correctly into QuickBooks Online

    • Keep wages, taxes, and deductions accurate

Cleanup Services

    • Identify the best subscription of QuickBooks Online for your business

    • Recommend features tailored to your business

    • Full setup of QuickBooks Online

    • Manage users

    • Connect your accounts within QBO Banking for streamlined synchronization 

    • Customized Chart of Accounts

    • Ensure everything is ready for smooth bookkeeping

    • Streamline your processes

    • Eliminate redundancies and improve workflows

    • Clean up & catch up current QuickBooks Online files to fix errors and get accurate books

Training Partners

    • Hands-on QuickBooks Online recorded training for you and your staff

    • Guided sessions tailored to your business

    • Learn how to manage an "audit-ready" electronic filing system

    • Organize records to meet compliance standards

    • Gain peace of mind knowing you’re prepared

    • Guidance on what you can and cannot expense

    • Avoid costly mistakes

    • Learn the basics of bookkeeping from a pro

    • Training on processes, tools, and best practices

    • Confidence to manage your own books effectively

    • Provide trusted payroll service referrals

    • Connect you with experienced Tax Preparers for tax support

Year-end Support

    • Collaborate directly with your tax person for you

    • Ensure they get clean, accurate books and supporting documents

    • Stay on top of W9 forms throughout the year

    • Prepare and file 1099 forms

    • Handle transmittals electronically

    • Ensure compliance and accuracy

    • Estimated tax payment reminders

    • Year-end reminder lists

    • Stay ahead of key filing dates

    • Share practical bookkeeping and business tips

    • Help you avoid common pitfalls

    • Provide a step-by-step year-end checklist

    • Organize everything for smooth closing

    • Reduce stress and we take over the hand off for you

 
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