Our Services

In today's fast-paced business environment, accurate and efficient bookkeeping is crucial for financial health and regulatory compliance. We offer a comprehensive bookkeeping service tailored to streamline financial processes and enhance financial clarity. We propose a partnership that leverages our specialized expertise in accounting and a proven track record of improving financial operations for businesses like yours. Our approach includes state-of-the-art accounting software, meticulous financial record keeping, and proactive financial insights to ensure that your company is not only compliant but also positioned for financial optimization and growth.

We strive to understand your unique business needs

Our goal is to understand your unique business needs. Today’s businesses operate in an environment that demands accuracy, efficiency, and scalability in financial management. We recognize the challenges you face, including complex transaction handling, compliance with financial regulations, and the need for timely financial reporting. Our team is prepared to address these challenges by providing comprehensive bookkeeping services that align with your specific business needs and compliance requirements.

How we work with you

  • Every business is different, and each business has its own unique needs depending on the industry, size, age, and plans for growth and expansion.  We want to work with you to develop a plan that works for what you need today. 

    ·      You may be a start-up without a robust accounting system in which case we can help get you set up with a cloud-based accounting solution suitable to your needs with a chart of accounts appropriate to your business model and industry.

    ·      You may have an existing accounting system, but the data entry has fallen behind or you’re unsure of the accuracy of the existing data.  We can help get the data entry caught up and do a thorough review of the existing transactions to ensure accuracy and consistency.

    ·      Perhaps you’re looking for ongoing bookkeeping support. You can count on us to provide consistent and accurate bookkeeping with monthly reporting to help you stay on top of your financial game.

  • These are the types of weekly and monthly bookkeeping tasks we can help you with:

    ·      Expense categorization

    ·      Monthly bank and credit card reconciliations

    ·      Merchant account reconciliations

    ·      Payroll journal entry

    ·      Monthly financial statement preparation

    ·      Payroll processing using a full-service company

    ·      Adjusting entries

    ·      Revenue recognition and deferred revenue

    ·      Prepaid expenses

    ·      Depreciation

    ·      Structured month-end close

    ·      Balance sheet account reconciliation

    ·      Customized financial reports

    ·      Cash flow analysis

  • We offer the following one-time add-on services:

    ·      Diagnostic review

    ·      Customized setup for QuickBooks Online

    ·      Conversion from QuickBooks Desktop to Online

    ·      Onboarding and training

    ·      Preferred pricing for QuickBooks Products

FAQs

  • Our approach is centered around understanding your unique business needs and financial goals. We believe in providing personalized accounting solutions that not only ensure financial accuracy but also empower your decision-making.

  • We offer ongoing monthly bookkeeping services tailored to the needs of your business as well as one-time services such as accounting system setup, transaction catch-up and clean-up, and conversion from QuickBooks Desktop to Online.

  • Pricing depends on the types of services, the size and complexity of your business, as well as the annual volume of transactions. Ideally, we would initially perform a Diagnostic Review to better understand the current state of the books as well as the nature of the ongoing work so that a monthly fixed price can be determined and agreed on.

  • We use QuickBooks Online.

  • We use secure encryption protocols and follow industry best practices to ensure the confidentiality and security of your financial data.

  • We provide dedicated communication channels such as email, phone, client portal, secure chats, and virtual meetings to ensure seamless interaction and updates.

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