SERVICES

Want to hire an outsourced bookkeeper? In-house bookkeeper too costly? This service is for you!

• Recording business transactions  
• Monthly bank reconciliations
• Monthly reports sent to your portal
• Payroll recording
• Cash Flow
• Accounts receivable and payables
• Virtual File Documentation 
• Sales Tax Reporting
• 1099 Filing
• Unlimited support via email/phone

Want to take a hands-off approach to your books? Want to have your nights and weekends stress free? This service is for you! 

• Monthly income and expense categorization
• Monthly bank reconciliations
• Monthly reports sent to your portal
• Unlimited support via email/phone

Want to do your own books but want to ensure they are accurate year-round? This service is for you!

• Quarterly review of income and expense categorization
• Quarterly review of bank reconciliations
• Quarterly reports sent to your portal
• Unlimited support via email/phone

Want to do your own books but want to ensure they are accurate before tax time? This service is for you!

• Annual review of income and expense categorization 
• Annual review of bank reconciliations
• Annual reports sent to your portal
• Unlimited support via email/phone

Have you fallen behind on your books? Are your books messy and need to get them cleaned up before tax time? This service is for you!

Want to do your own books but unsure how to get started? Or want to make sure you get started the correct way? This service is for you!

• Xero or QBO account set-up
• Categorization of transactions
• Thorough overview of reports
• Accurate chart of accounts