Services

Basic Bookkeeping services

Offered à la carte or bundled

  • General ledger maintenance
  • Income and expense transaction entry
  • Check writing
  • Client billing and statement prep
  • Bank reconciliation
  • Credit card reconciliation
  • Sales tax reporting/filing
  • Annual business registration renewals
  • Custom or project based financial reports
  • Financial statement prep (monthly, quarterly, annually)

À la carte services


  • Catch-up service
  • Chart of accounts setup
  • QuickBooks setup, training basics
  • Custom financial reporting for business planning
  • General ledger setup
  • Budget preparation assistance
  • Payroll tax prep, submission
  • Quarterly tax, unemployment reporting prep

Other professional services


  • Vendor contract reviews/consulting
  • Policy and procedure creation (financial policies, employee handbooks, etc.)
  • QuickBooks setup, training basics

Interested in services? 

Fill out the form below to request information.