Services
Whether you need one-time assistance or ongoing support, our services always provide the perfect combination of quality, value, and expertise.
Schedule your free Initial Consultation now to get started.
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Initial Consultation
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Learn more about our specialized approach to supporting our bookkeeping and accounting clients. We will:
Review, or help identify, your current bookkeeping objectives
Set expectations for working with a professional bookkeeping service
Recommend and answer questions about our services
Discuss how to get started with an Initial Review
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Initial Review
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Gain a better understanding of the current state of your books – and the steps necessary to get them to an ideal state. We will:
Assess your financial statements, processes, and app integrations
Search for errors and omissions in your data
Outline the work needed to correct identified errors
Make suggestions for process improvements
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Monthly Consulting
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Feel more confident about your finances, knowing that your books are being kept consistently up to date. We will:
Take responsibility for keeping you on track
Help you avoid unpleasant surprises at tax time
Include reviews and error resolution with all packages
Customize your package with popular add-ons, including reconciliations, bank feed transaction processing, miscellaneous compliance (e.g., sales tax), report preparation, and accruals.
NOTE: REQUIRES INITIAL REVIEW
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As-Needed Consulting
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Enjoy the freedom and flexibility of having access to expert support, without the monthly commitment. We will:
Provide on-demand assistance with general bookkeeping and accounting needs
Help you migrate to a Monthly Bookkeeping + Consulting plan, as appropriate
Answer your system questions, without the requirement of an Initial Review or Cleanup
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system Setup
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Invest in the certainty of having accurate financials, from day one, and the satisfaction of knowing that you’ve prevented costly errors. We will:
Set up your brand-new or just-opened QuickBooks Online (QBO) file
Customize your Chart of Accounts
Connect your bank and credit-card accounts
Select and implement the appropriate app integrations for your needs
Develop an ongoing-tasks list to help you maintain your account
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system Cleanup
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Give yourself the relief of transferring your project to a professional – and get excited about having more time and energy for the things you do best. We will:
Reconfigure your existing QuickBooks Online (QBO) file
Customize your services based on your Initial Review results
Restore long-neglected books and repair incorrectly implemented integrations
Structure your account to provide meaningful financial statements
Provide clean, up-to-date books through the end of the most recent month
NOTE: REQUIRES INITIAL REVIEW
Have a special feature request or a particular goal? Let’s discuss what you’re looking for and how we may be able to assist you.
