There's more to business than what's in the bank.
 

We help you understand what you're making, what you're spending, and what it actually costs to keep your business running.
 

For ongoing accounting clients, the first 90 days include a review of your financial records, accounting processes, and day-to-day operations so we can understand your business before recommending changes.
 

WHAT WE HANDLE
 

• Bookkeeping: Daily transaction recording, categorization, and general ledger maintenance.

• Accounts Payable & Receivable: Tracking vendor bills, customer invoices, payments, and outstanding balances.

• Bank & Credit Card Reconciliations: Matching transactions to statements and identifying discrepancies.

• Financial Reporting: Monthly financial statements, including profit and loss and balance sheet reports.

• QuickBooks Online: Initial setup, account organization, ongoing management, and support.

• Job Costing & Expense Tracking: Tracking labor, materials, and expenses to understand actual project costs.

• Historical Cleanup: Reviewing and correcting prior-period bookkeeping records.

• Accounting Process Improvements: Reviewing existing workflows and identifying practical ways to improve accuracy and efficiency.

• Year-End & Audit Support: Preparing supporting schedules, organizing records, and coordinating with your CPA.
   

Ongoing accounting services are quoted based on your business needs, transaction volume, and level of support required. Historical cleanup and other project-based work are quoted separately.