What we offer

  • General Bookkeeping

    Categorizing Transactions

    Reconciliation of Bank Accounts

    Generating Financial Reports

  • Additional Services

    Bill Pay (Accounts Payable)

    Invoicing (Account Receivable)

    Payroll Management via Third Party Payroll Service

    QuickBooks Set - Up (Includes creating Chart of Accounts)

    Clean-Up / Catch-Up

    Diagnostics Review

  • Services not offered

    Tax preparation

    Manual Payroll (I work with your payroll company: ADP, Gusto, QuickBooks Payrol, etc.)

    On-site bookkeeping

**We provide a flat-rate fee structure, ensuring transparency and predictability in your monthly expenses.

All bookkeeping packages includes the following:

  • Reconciliation of bank accounts, loans, and credit cards
  • Categorizing all transactions (income/expenses/liabilities) accordingly
  • Prepare & record all necessary journal entries 
  • Generating financial reports monthly
  • Serves as liaison between client and accountant

Additional Services includes:

Bill Pay (Accounts Payable)

  • Enter new vendors
  • Enter all vendors’ invoices
  • Reconcile vendor statements
  • Process payments

Invoicing (Accounts Receivable)

  • Enter new customers
  • Enter customers’ invoices
  • Enter customers’ payments
  • Create and track projects