Our Services
What can we do for you?
Full Service
Founder, CEO, President… You’ve worked incredibly hard to earn your title, and one thing’s for certain:
You’re a visionary, a big-picture thinker, and you didn’t start your own business to get bogged down in the books. No, you want to spend your days serving valued customers, building relationships within your community, and creating a legacy your loved ones can be proud of.
You need someone who can step in seamlessly and take the responsibility of financial management off your plate — while still keeping you up-to-date on how your business’s bottom line is looking.
Our services encompass key aspects of financial management including:
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Transaction categorization
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Meticulous recordkeeping
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Bank and credit card account reconciliation
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Generation of insightful financial reports
Ad Hoc
Being self-employed means days off become far and few between. But when you do want to step away from your desk to relax and rejuvenate, you need somebody you can trust to jump in and take the reins.
There are going to be times when, for one reason or another, you need support with managing your business’s finances. Or, you’re looking for a second opinion from an expert who understands your unique situation.
Whenever you need some short-term assistance, we’re happy to hold down the fort.
We can help with a variety of ad hoc services including:
Service | Description |
|---|---|
Accounts Payable | Recording and payment of bills to vendors. Collection of W9s |
Accounts Receivable | Invoicing and collection of payments from customers |
Annual 1099 Form | Filing of 1099 forms to federal government and distribution to recipient |
Annual W2 Form | Verification of W2s processed through payroll provider; or preparation of forms, distribution to employees |
Budgeting | A budget outlines planned business expenses and revenue over a period. (Short term) |
Contractor Management | Processing payment for contractor bills, includes obtaining W9 |
Conversion of accounting software to Quickbooks Online | Bring your data into Quickbooks Online |
Day to Day management of accounts | Refresh QBO connection to allow new transactions to be brought into the system. |
Inventory management | Establishing the process of ordering, storing and selling products. Analyze markups and turnaround time |
Payroll Processing | Processing based company's need. Service is offered through either Gusto or Quickbooks Online (pricing is exclusive of software) |
Payroll Tax Compliance | Management and filing of quarterly payroll taxes for federal, state, and local authorities |
Preparation of Financial Statements | These can include profit and loss statement, balance sheet and cash flow statement |
Projections | Forecasting is a well-thought-out projection of business outcomes for a future period. (Long term) |
QBO Training | General QBO training or specific function of the system |
Receipt Organization | Upload images of receipts into accounting software and attach to transaction for a consolidated and organized process |
Reconcile Bank and Credit Card Accounts | The process of comparing your company's bank statements to your own records, ensuring all transactions are accounted for |
Recording Debits and Credits for daily activity | Code transactions consistently and effectively to allow for accurate financials |
Retro Active Bookkeeping | All inclusive catch up of bank and credit card accounts to allow the opportunity to have current and accurate financials. |
Sales Tax filing | Filing of revenue and sales tax collected to state agency |
Set up chart of accounts | Creation of general ledger accounts for streamlined reporting |
Temporary contract work | Are you going on vacation or someone on your team is taking a leave of absence. Let us help to bridge the gap and provide coverage to help alleviate the stress and keep your business going. |
As a virtual firm using cloud-based bookkeeping software, we ensure that your financial records are securely stored and easily accessible whenever and wherever you need them.
The result? A streamlined bookkeeping process that enables real-time updates and collaboration between our team members and your business.
Access Your Reports
Anytime, Anywhere
That’s the Beauty
of Cloud-Based Bookkeeping
Pricing
Services are charged on an hourly basis starting at $85/hour (rates will vary based on complexity). Currently, we do not require a monthly minimum hour requirement.
We encourage you to schedule a complimentary discovery meeting to learn more about our services and pricing structure, as we offer unique estimates based on your specific circumstances and bookkeeping needs.