Record and categorize all revenue and expenses for the month. All cash, bank and credit card accounts are reconciled monthly to ensure your financial status is an accurate portrayal of you business.
Prepare your monthly Income (P&L) Statement, Balance Sheet and Cash Flow Statement to give you clear and accurate financial data for your business.
Enter Employee & W-4 information, record and issue payroll and/or 1099's.
Manage accounts receivable/payable to keep cash flow on track, handle invoicing and bill payments accurately, and monitor past-due accounts to ensure timely collections and reduce risk.
Includes configuring your company profile, chart of accounts, and banking connections to ensure accurate financial tracking from day one. We customize settings to match your business needs, streamline invoicing and expense management, and provide a foundation for clean, organized bookkeeping.
Bring order to your books with our clean-up service. We review past transactions, fix errors, reconcile accounts, and organize your financial records so you have accurate, reliable books. Whether you’re behind a few months or a few years, we’ll get you caught up and set up for smooth, stress-free bookkeeping moving forward.
Behind on your books? Our catch-up service gets you current fast. We bring your records up to date, reconcile accounts, and ensure everything is accurate so you’re ready for tax time, loan applications, or confident decision-making.