services
Schedule a Consultation
Monday - Friday 5 PM - 11 PM
Sat & Sun all day by Appointment
Additonal services can be added for an additional hour rate.
*Can be performed weekly, monthly, quarterly or as needed.
Receipt Management
*Medium and large accounts carry a premium
Collecting, organizing and storing receipts and related financial documents for tracking expenses, and record-keeping.
Check writing & invoice Management
Check writing refers to the creating, issuing, and tracking of paper checks for various financial transactions.
Invoice management refers to the systematic process of creating, sending, receiving, tracking, and organizing invoices within an organization.
Income Categorization
Classifying and grouping various sources of income into distinct categories or classifications.
Monthly package starting at $200, After an hourly initial set up period.
Account reconciliations
Compare and verifying the financial information recorded in an organization's accounting records to ensure accuracy, consistency, and correctness.
Financial Statements
Formal records that present the financial performance and financial position of a business or organization for a specific period of time.
*Monthly, Quarterly and Annual Financial Statements available.
*No CPA sign off currently offered
Chart of account Management
Organizing, maintaining, and administrating the structured lists of the individual financial accounts used by an organization to record its financial transactions.
month-end Closing
A crucial financial accounting process that occurs at the end of each accounting period, typically at the end of a month or fiscal period.
Bookkeeping CAtchup
The process of bringing a company's financial records up to date when they have fallen behind or become disorganized.
*Initial hourly set up can be waved if set up is ready for immediate work.
*Medium and large accounts carry a premium
One Time Services - STarting at $250
QuickBooks Online/Desktop Set up
Set up of QuickBooks online/Desktop, Chart of account creation, bank connection set up and Financial Statement template preparation.
*Accounts with over 10 bank accounts will incur a $100 fee per 5 over.
Cash to Accrual adjustment
Convert your current cash based accounts into accrual based accounts.
Have a more detailed understanding of your business performance, take advantage of depreciable assets and bring your business up to GAAP standards.
Bookkeeping Cleanup
This is a process in accounting and financial management where a business or organization reviews and rectifies discrepancies, errors, or inconsistencies in its financial records and transactions.
Needs based plans
Monthly, Quarterly, and Annualy
Your plan will be created based on your company’s needs based upon a monthly, quarterly or annual cycle depending on your needs. Reach out! Your consultation is free.