Bookkeeping Services
We offer ongoing bookkeeping support to keep your business finances clean, current, and tax-ready:
Monthly transaction categorization (QuickBooks Online)
QuickBooks Online setup and file maintenance
Monthly bank and credit card reconciliations
Generation of key financial statements:
Profit & Loss
Balance Sheet
Cash Flow Statement (as needed)
Need to get your books in order before tax time? We specialize in full-year cleanups to bring your books up to date.
We offer tailored bookkeeping solutions designed to keep your financial records clean, compliant, and up-to-date.
Full-year clean-up/Catch-up
Chart of Accounts restructuring
A/P (from invoice receipt to payment processing)
Accounts Payable Aging Report
A/R (Accounts Receivable) reconciliation
Invoice tracking and customer follow-up
Preparation of Accounts Receivable Aging Reports
1099 Filings
Let us take the numbers off your plate so you can make informed business decisions with confidence
Industries served
- Agriculture / Farming
- Automotive Sales / Repair
- Computer / Software
- Construction / Contractors
- Consulting
- Design / Architecture / Engineering
- Financial Services
- Government Agency
- Hospitality
- Insurance / Brokerage
- Lawn Care / Landscaping
- Legal
- Manufacturing
- Medical / Dental / Health Services
- Non Profit
- Property Management
- Real Estate / Developer
- Restaurant / Bar
- Retail
- Salon / Beauty
- Telecommunications
- Transportation
- Wholesale Distribution
Are you ready to take your business to the next level?
Frequently Asked Questions
-->What is the onboarding process like?
Our onboarding is designed to be simple, secure, and tailored to your needs:
We’ll begin with a 30-minute call to discuss your financial goals, current challenges, and bookkeeping needs.
Service Recommendation – Based on our discussion, I’ll recommend a service package that fits your business.
Document Upload – You’ll upload the last 3 months of your business bank, credit card, and loan statements to our secure Client Portal (hosted via Financial Cents). Don’t worry—We’ll guide you through the process.
Quote Delivery – Within 24 hours of receiving your documents, you’ll receive a personalized pricing quote.
Agreement & Payment – Once you accept the quote, we’ll sign a Client Agreement, and you’ll submit your initial payment.
We Get to Work – We’ll begin work immediately. Initial steps include:
Gaining Accountant Access to your QuickBooks Online account
Setting up view-only banking access (if preferred)
Continued use of the secure Client Portal
Ongoing Communication – We’ll stay in touch throughout the process using your preferred method—whether by email, phone, or chat.
You’re now on your way to reclaiming your time and focusing on what matters—your business and your family.
-->When and how do I send my financial documents each month?
To ensure timely and accurate bookkeeping, we’ll need your bank, credit card, and loan statements each month as they become available.
Here’s how you can send them securely:
Preferred Option: View-Only Bank Access
We recommend giving us view-only access to your online banking accounts. This allows us to retrieve the necessary documents directly without needing your login or making transactions.Alternative Option: Secure Client Portal
If view-only access isn’t possible, you can upload your statements directly to our secure Client Portal (powered by Financial Cents). Access is provided during onboarding.
Timing:
Statements are often generated at different times, especially for credit cards. Please send them as soon as you receive them. We’ll also send you a monthly reminder toward the end of each month if anything is missing.
Need help adjusting statement cycles?
Depending on your financial institution, we may be able to assist you in modifying statement dates for easier coordination.