Input Transactions - Enter transactions into the system monthly.
Assign Items to Appropriate Accounts - Assign all transactions to appropriate income and expense accounts.
Bank Statement Reconciliation - Your bank statements can be mailed directly to us for reconciliation.
Financial Statements - Monthly financial statements provided for your review.
Year-End Reports - Provide you with the information needed for you or us to quickly and inexpensively prepare your taxes.
20% off Tax Preparation Services
Bookkeeper Double Check
Have an in-house admin or other staff handling your bookkeeping? - Having your books reviewed on a quarterly or semi-annual basis will ensure transactions are being properly recorded ensuring accurate financial data which allows you to make those important business decisions. Plus our bookkeeper double-check will save money on those extra clean up tax preparation fees at the end of the year.
10% off Tax Preparation Services
Quickbooks/Xero/Wave Set Up
Setting up Custom Chart of Accounts
Editing QuickBooks/Xero/Wave preferences to match your company needs
Creation of customized invoice template using company logo
Setting up vendors, clients, and employees
Entering account beginning balances
Assign items to appropriate account for first month only
Two hours of training
Does not include any subscription fees
10% off Tax Preparation Services
Add-On Services
Accounts Receivable - Creating, remitting, and tracking client invoices.