• QuickBooks Online setup, configuration, and optimization • Bank and credit card reconciliations • Transaction categorization and cleanup • Monthly financial statements (Profit & Loss, Balance Sheet) • Accounts receivable tracking • Accounts payable tracking • Chart of Accounts setup and maintenance • Journal entries and adjusting entries • Monthly close process • Catch-up bookkeeping for prior periods • Ongoing accuracy reviews
• Payroll processing and setup • Payroll tax filing support • Sales tax tracking and reporting assistance • W-2 / 1099 preparation support • Expense management • Vendor management • Receipt capture and documentation • Employee onboarding financial setup • Integration with payment platforms • Audit-ready record preparation • CPA collaboration and support
• Cash flow analysis • Budget creation and monitoring • Financial forecasting and projections • Power BI dashboards and KPI reporting • Custom financial analytics • Trend analysis and performance metrics • Monthly advisory review calls • Business health reporting • Growth modeling • Decision-support analytics • Data visualization for management clarity
• Competitive pricing customized to each client’s business size and complexity • Flexible service packages designed to meet individual operational needs and budgets • Client-specific pricing based on transaction volume, payroll requirements, and scope of services • Cleanup and catch-up projects offered at flat-rate or hourly pricing, depending on condition of books • Monthly subscription options for ongoing bookkeeping support • Scalable pricing models designed to grow with your business • Clear scope definitions to eliminate surprises • Complimentary initial consultation to assess needs and recommend the most cost-effective solution • Transparent billing with no hidden fees • Ethical, independent service with full respect for CPA-client relationshipsy