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Services
Onboarding Process
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Schedule a free phone consultation to review your business type and accounting needs
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Set up a new QuickBooks file or take over an existing one
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Organize and input all past transactions up to the current date
Ongoing Services
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Import and categorize monthly transactions in QuickBooks
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Optional add-on services include: invoicing, bill payments, income categorization, payroll management and more
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Provide monthly financial statements via email
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Ongoing communication to review and discuss financial status
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Act as a liaison between the client and their accountant throughout the year
Excluded Services
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Legal business advice
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Tax preparation and filing services
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Payroll processing (work with your payroll company: Paycom, ADP, Paychex, Gusto, etc.)
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On-premises bookkeeping
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