• QuickBooks Online setup, configuration & optimization • Bank and credit-card reconciliations • Transaction categorization & cleanup • Monthly financial statements • Accounts receivable & payable tracking • Chart of Accounts setup & maintenance • Journal entries & adjusting entries • Monthly close support • Catch-up & cleanup bookkeeping • Ongoing bookkeeping accuracy reviews
Keeping Your Business Organized and On Track • Payroll setup, processing & coordination • Payroll reporting and filing support • Sales-tax tracking & reporting support • W-2 and 1099 preparation support • Expense-management processes • Vendor-management support • Receipt capture & documentation • Employee onboarding financial setup • Payment-platform integration • Audit-ready record preparation • Coordination with your CPA or tax professional
• Cash-flow analysis • Budget development & monitoring • Financial forecasting & projections • Power BI dashboards & KPI reporting • Customized financial analytics • Revenue, expense & profitability trend analysis • Performance metrics & benchmarking • Business health reporting • Growth and scenario modeling • Decision-support analytics • Management data visualization • Monthly financial performance reviews
Customized Service Solutions — Services structured around what your business actually needs. Flexible Engagement Options — Monthly recurring services, project-based engagements, and hourly or flat-rate solutions where appropriate. Scalable Support — Start with essential bookkeeping and expand into payroll, financial reporting, business analytics, forecasting, and advisory services as your needs evolve. Clearly Defined Scope — Services, responsibilities, deliverables, and pricing are established upfront so expectations are clear. Transparent Billing — Straightforward pricing with no hidden fees or unexpected charges. Cleanup & Catch-Up Solutions — Flexible pricing for businesses that need historical records corrected, reconciled, or brought current. Collaborative Professional Support — We work independently or alongside your existing CPA, tax professional, financial advisor, or other business professionals while respecting those established relationships. Complimentary Initial Consultation — We'll learn about your business, identify your needs, and recommend an appropriate service solution before you make a commitment.