Services

💼 Monthly Bookkeeping

• Categorize and record all income and expenses
• Reconcile bank and credit card accounts
• Track business performance through monthly reports
• Ensure books are tax-ready and compliant
• Organize receipts and documentation

🧹 Book Cleanup / Catch-Up

• Fix inaccurate or messy records
• Update old transactions
• Reconcile missing months
• Organize accounts for CPA or tax filing

⚙️ QuickBooks Setup & Training

• Create or optimize your QuickBooks Online account
• Set up chart of accounts
• Integrate bank feeds and automations
• Provide training so you can understand your reports

📊 Financial Reporting

• Custom monthly Profit and Loss, Balance Sheet, and Cash Flow reports
• Track key metrics (revenue, profit margins, expenses, etc.)
• Help you understand your business numbers and make better decisions

🧾 Accounts Payable and Receivable (Optional Add-On)

• Record and track unpaid invoices
• Manage bills and payments
• Send invoices and follow up on overdue payments

🧠 Consulting & Advisory

• Offer monthly check-ins to review financials
• Budgeting, forecasting, and cash flow planning