Accounting Solutions
Whether you are starting out and need a little help, or you’ve had it with the piles and would rather spend more time growing your business, we will tailor a solution for your business needs.
You're in good hands
Our Services
We’ll work with you to learn about your needs and goals to create a plan to make it happen. All work is done remotely and we are proactive in addressing any concerns or changes in your business. Our goal is to work alongside with you so you can stay focused on achieving your dreams. We are committed to providing quality service with the highest level of integrity.
If you are just starting out we can help you figure out the best way to start your books whether you want to do it yourself and only need occasional help. If you are already established and you would like to automate some or all your monthly bookkeeping, we can help.
DIY Bookkeeping
If you're starting out
- Set up, organize, and streamline your accounting
- Customized coaching & training
- Quarterly Review to make sure you’re on track
Back Office Services
Select the services that you need
- Accounts Payable
- Accounts Receivable
- Payroll (this includes the software subscription and the processing)
- Annual 1099-MISC and 1096 filings
Diagnostic & Clean Up
When it's time to look under the hood
- We’ll perform a detailed diagnostic review and produce a report
- Clean up and catch up of prior months, including reconciliation
Monthly Bookkeeping
Automate your processes
- Process transactions each month
- Reconcile your bank and credit card accounts
- Monthly Review
- Month End Close
- Monthly Financial Reports & Review
Consulting & Advisory
Reach your goals
- Customize set up of QuickBooks Online
- Streamlined financial reports
- Cash Flow Management
- Establish best practices and streamlined workflows
We get there one step at a time!
Collaboration. A key element that makes all the difference. We work with business owners who are ready to go all in and take action towards their goals. No nonsense.
The Discovery Call. The goal of the discovery call is to find out your goals, your challenges, your needs, and if we’re a good fit for working together. No pressure.
The Strategy. We’ll design a plan to meet your desired goals. We’ll recommend solutions to meet your specific needs and we’ll give you up-front pricing for all our services. No surprise.
The Beginning. We’ll send you a service agreement clearly outlining our services and pricing. We’ll then begin the onboarding process to get all the information we need from you. We’ll work quickly to implement your customized solutions. No worries.
Ready to reach your goals?
