CORE SERVICES PROVIDED
We offer affordable bookkeeping services with a flat monthly fee, customized to your business size and transactions. From virtual bookkeeping for small businesses to monthly financial reporting and industry-specific solutions, we ensure accuracy and financial clarity
COMPREHENSIVE BOOKKEEPING WITH QUICKBOOKS
Stay in control of your finances with our affordable bookkeeping services designed for small to medium businesses. We handle bank and credit card reconciliation, monthly adjustments, and account reconciliations to keep your books accurate and tax-ready, whether on a monthly or annual basis.
MONTHLY FINANCIAL REPORTING AND PERFORMANCE REVIEW
Gain financial clarity with our monthly financial reporting services. We provide income statements and balance sheets within 15 days of month-end, helping you track revenue trends, profitability, and overall financial health.
CASH FLOW AND BUDGETING ANALYSIS
Even a profitable business can struggle without proper cash flow management. Our cash flow and budgeting analysis ensures optimal liquidity, helping you navigate expenses, investments, and financial risks effectively.
ANNUAL CATCH-UP AND CLEAN-UP SERVICES
Behind on your books? Facing a tax deadline? Our catch-up bookkeeping solutions get your records up to date—fast—so you can file stress-free and stay compliant.
Other Service Provided
30-Minute Monthly 1-on-1 Meeting
Unlock expert financial guidance with a dedicated monthly session. We review your numbers, identify growth opportunities, and provide data-driven insights to enhance business profitability and streamline operations.
Financial Projections and Forecasts
Make informed business decisions with our financial projections and forecasts. We help you set realistic goals, analyze future cash flow, and develop strategies to ensure sustainable growth.
Tax Preparer Coordination
Save time and avoid tax season headaches. We work directly with your tax preparer, ensuring your books are accurate and taxready, so you can focus on growing your business.
Accounts Payable and Receivable Management (AP & AR)
Struggling with overdue invoices or vendor payments? Our outsourced bookkeeping experts manage accounts payable and receivable, keeping your cash flow steady and operations running smoothly.
Financial Controller Leadership
Need stronger financial discipline and efficiency? Our real estate and construction bookkeeping specialists provide leadership, implement controls, and optimize your accounting processes for long-term success.
FREQUENTLY ASKED QUESTIONS
WHY USE QUICKBOOKS FOR BOOKKEEPING?
We use QuickBooks Online for all our bookkeeping services because it provides flexibility, accessibility, and seamless collaboration. It allows you to choose any tax preparer in the future and ensures your books are always up-to-date.
WHAT'S THE DIFFERENCE BETWEEN ACCRUAL AND CASHBOOKKEEPING?
Cash basis bookkeeping records transactions only when money enters or leaves your bank account, while accrual basis records income and expenses when they are earned or incurred, providing a clearer financial picture. Accrual is preferred for growing businesses as it offers better financial insights.
HOW DO I GET MY DOCUMENTS TO YOU?
We accept documents via Dropbox, Google Drive, OneDrive, Box, and email. We’re flexible and can adjust to whatever process works best for you!
ARE AP/AR SERVICES INCLUDED IN THE BOOKKEEPING SERVICE?
No, Accounts Payable & Receivable (AP & AR) management is not included by default, but it can be added to any plan. Let’s discuss your needs during our initial consultation.
DO YOU HANDLE TAXES?
We do not provide tax preparation services or tax advice, but we work directly with your tax preparer to ensure your books are tax-ready and filed on time. Need a tax professional recommendation? We can help!
WHEN CAN I EXPECT MY MONTHLY FINANCIAL REPORTS?
We aim to provide monthly financial reports (income statements & balance sheets) by the 15th of each month for the previous period. Delays may occur if we’re waiting on missing documents or responses to outstanding questions.
HOW DO WE COMMUNICATE IF YOU ARE VIRTUAL BOOKKEEPER?
We make communication easy! You can reach us via Zoom, Google Meet, phone, text, email, and even FaceTime. Whatever works best for you.
DO YOU HANDLE PAYROLL?
Yes! We use Gusto to process payroll, ensuring timely salary payments and automatic payroll tax filings. We also reconcile payroll data in your financial statements.
ARE QUICKBOOKS AND GUSTO SUBSCRIPTION FEES INCLUDED IN YOUR SERVICE?
No, our monthly bookkeeping service fees do not include QuickBooks Online (QBO) or Gusto subscriptions. You will be responsible for paying those platform fees separately.
HOW MUCH DO YOUR SERVICES COST?
We offer flat-fee monthly pricing, customized based on your business size, transaction volume, and required services. Contact us for a quote!
WHAT IF MY BOOKS HAVEN'T BEEN MAINTAINED FOR MONTHS OR YEARS?
No worries! Our Annual Catch-Up & Clean-Up Services can get your books back on track, whether you’re behind a few months or need a complete overhaul before tax season.
DO YOU OFFER FINANCIAL FORECASTING AND BUDGETING?
Yes! We provide financial projections, cash flow analysis, and budgeting services to help you set realistic goals and ensure your business remains profitable and financially stable.
WHAT TYPE OF BUSINESSES DO YOU SERVE?
We specialize in bookkeeping for small businesses, including:
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Contractors
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Professional Services
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Health & Wellness
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Real Estate
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Service-Based Businesses
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And more!