Our Services

Daily, weekly, monthly or quarterly Quickbooks services that includes: bank reconciliations, credit card reconciliations, month-end and year-end closing, financial statements and custom reports. You will have the certified expertise, without the costs of an employee.

Services can also include, Accounts Payable, Accounts Receivable, Payroll & Payroll Taxes, Sales Tax, 1099’s, Job Costing, Budgeting, and Inventory Control.

QuickBooks set-up, reconciliation, clean-up of past transactions and health check. Your books will be done right the first time without the expensive clean-up or adjustment bills from your CPA/tax preparer. You will also have up to date, clean financial data to make optimal timely business decisions.

QuickBooks Online conversion from Quickbooks Desktop, spreadsheets, and other accounting packages. Streamline your bookkeeping systems using cloud-based technology so you can get more done in less time…. providing you more time for your core business operations.

New business QuickBooks set-up, training, support, and consultation.


    Have a certified bookkeeper manage your bank accounts. This will give you a clear understanding of cash in your company.
    Have you ever looked at a report and felt like your bank balances were wrong? Chances are that your bank accounts are not reconciled.

    Bank reconciliations are one of our core services. It gives our clients a clear view of their cash positions, and that means better decision making. There’s nothing worse than not knowing if you can invest in an additional employee, a new piece of equipment, etc. Hoping that the check will clear is not a good business strategy. It’s time to master your cash.

    What’s Included in Our Bank Reconciliation Service:

    1. Daily, weekly, or monthly transaction download from your bank accounts to your QuickBooks
    2. Reconciliation of all cleared transactions, open deposits, and open checks.
    3. Matching bank reconciliation balances to your trial balance for financial statement review.
    4. Cash reporting as needed.


    Get Your Company’s Credit Cards Organized and Paid On Time
    Most businesses struggle with their credit card reconciliations. They can be tricky to manage in accounting software. This means that cards are often paid late and for the wrong amounts.

    You want your cards to be a tool to finance growth in your organization. You don’t want them to become a crutch that ruins you. When credit cards are not managed properly, they become a burden to a business.


    Get your credit cards working for you. We will manage everything for you so that you can get back to business.

    What’s Included in Our Credit Card Reconciliation Services:

    1. All credit card transactions will be downloaded into QuickBooks each month.
    2. Each credit card will be reconciled to its statement.


    Bookkeeping Health Checkup

    This service is a complete health check-up to assess the accuracy of your bookkeeping records and identify any issues that may need to be corrected for accurate reporting and management. If something doesn’t seem quite right with your existing bookkeeping records or systems, then you probably need this service.

    Bookkeeper Review Service

    If you prefer to have your bookkeeping done in-house, but it’s not being handled by a professional bookkeeper, this service helps you save money by assuring that your financial records are accurate and clean. We review your bookkeeping on a monthly or quarterly basis and make any corrections needed for accuracy. We will also advise and train you or your staff to improve on areas of weakness.


    Bookkeeping Records Update & Cleanup

    Have your bookkeeping records been neglected and need updating? Did you have a checkup done on your bookkeeping records and there are some important issues that need to be fixed and/or cleaned up to produce accurate financial reports? Then you probably need the help of a professional. This service  will save you from getting into even more trouble with the IRS or get blindsided by unexpected financial problems. You’ll get the solutions you need to get back on track and a clear road map to follow, to build healthy financial habits going forward.


    Our business partnership with Gusto means that you get the best in payroll services.

    We have a key partnership with Gusto, one of the nations most innovative payroll providers.  

    We’re honored to offer their services to our clients.  Since 2016, they have managed the payroll needs of our customers.  

    Our relationship allows us to tie into their software so that we can help manage, report, and reconcile your payroll transactions with your accounting software.  


    When you run your payroll through Gusto, you’ll get a complete payroll service.  The 940, 941, and other payroll tax returns will also be completed for your business.  

    We also get a discount through our relationship which gets passed directly to you. 

    What You Get with Your Payroll Service:

    1. Online access to the Gusto system.
    2. A complete payroll solution.
    3. Direct deposit for your employees.
    4. Completion of all payroll tax returns including your 940 and 941 forms.


    Improve Your Invoicing, Collections, and Customer Satisfaction

    One benefit of hiring an outsourced bookkeeping service is getting help with receivables. Billing your clients on time is not just a good practice but also a necessary one. We will manage the daily/weekly/monthly, and or any other billing schedule you choose. This will ensure the accurate and consistent billing that will help your business, your cash flow and overall business health and credit worthiness. Providing the services in an efficient manner will ensure that finances are accurate and up to date, staff is paid in a timely and appropriate manner and the vendors and suppliers are paid within established time limits.

    What’s Included in Our Accounts Receivable Service:

    1. Design of an efficient invoicing system.
    2. We’ll gather the data to build the invoices.
    3. Invoices are sent to customers once you’ve approved them.
    4. Statements sent to outstanding customers after a 30 or 60 day period.


    We’ll manage your vendors, pay your bills, and get discounts. 

    This is an ideal service for businesses that manage a large volume of bills.  If you buy a lot of product, work in industries like construction, or simply don’t have time, we can help.  A strong accounts payable system is often accompanied by a purchase order system.  Our staff of accountants will work with your company to build the right kind of system to manage your vendors. 

    A strong accounts payable platform will help you control your cash outflow. You’ll also get discounts with vendors and keep documents organized.  

    What You Get with Accounts Payable Outsourcing:

    1. Build a purchase order system if necessary.
    2. Vendor balance reconciliation.
    3. All new bills will be entered into your accounting software each day, week, or month.
    4. We will prepare bills for payment once approved by you.
    5. The checks will come out of your printer and you can sign and send when you’re ready. 


    We’ll prepare, review, and file your sales tax returns. 

    You can get your business into hot water with sales tax issues. Now you can have a professional accounting team file your sales tax returns.  We’ll get the report ready and help you prepare for the cash payment that’s due.

    Filing a correct sales tax return requires accuracy. It’s vital that you do not pay more in taxes than is necessary. It’s also important that you file and pay on time to avoid penalties and interest.

    If any of your prior sales tax returns have been filed incorrectly, we can help.  We’ll start by contacting your state tax commission and creating a plan to get back on track.


    This is one requirement of running a business that you won’t have to worry about. We can also help you determine if you should charge sales taxes for new products or services. 

    What You Get with Sales Tax Filing Services:

    1. We will review your transactions each period and determine your liability.
    2. We will prepare the sales tax return.
    3. The cash requirement will be sent to you for approval.
    4. Once approved, we will file the return with your state. 

    Let's Work Together!

    Ready to revolutionize your bookkeeping?