Ideal for businesses just getting started with bookkeeping, this tier provides a comprehensive introduction to QuickBooks. We’ll guide you through setting up your account, navigating the platform, and mastering essential functions such as:

• Setting up and customizing QuickBooks for your business

• Managing transactions and reconciling accounts

• Generating essential financial reports

• Best practices for bookkeeping

This session will equip you with the skills and confidence to manage your books independently.

For businesses that need regular support, our monthly bookkeeping service ensures your financial records are always accurate and up-to-date. This includes:

• Categorizing income and expenses

• Bank and credit card reconciliation

• Accounts receivable and payable management

• Financial statement preparation (Profit & Loss, Balance Sheet)

• Monthly reports to keep you informed of your business’s financial health

Let us handle the details, so you can focus on what matters most — growing your business.

If you’re comfortable managing your books but want periodic expert oversight, our quarterly check-ins provide an added layer of assurance. We’ll review your financials to ensure everything is accurate and compliant. This includes:

• Reviewing reports for accuracy and completeness

• Addressing any discrepancies or concerns

• Providing feedback on bookkeeping practices

• Offering recommendations for improving efficiency and accuracy

Our quarterly check-ins give you peace of mind knowing your books are in order and compliant with industry standards.

A Deep Dive into your QuickBooks Online file to assess the health of your data, diagnose any problems, identify transactions that need to be brought up to date, and assess the level of Clean-Up / Catch-Up needed.  You’ll get a detailed report on how your books are doing & recommendations on services you might need.

Your financial statements should guide all your business decisions – but if your books are a mess, you are flying blind.  It’s time to get you caught up so you can get an accurate picture of your company’s financials.

The day-to-day grind you want to get away from.  We will categorize and reconcile your books so you can focus on your clients and the growth of your business.  Monthly reports will provide you with a clear picture of your financial health so you can make informed business decisions with confidence.