Our Services

Initial setup of QuickBooks, including chart of accounts, customization for industry, and basic training

Reviewing and correcting historical transactions, reconciling accounts, and organizing financial data

Ongoing maintenance of books, including categorization of transactions, reconciliations, and financial reporting

Payroll processing, tax filings, and compliance management

One-on-one sessions to improve financial literacy or maximize the use of QuickBooks

Preparing books for tax filing, liaising with CPAs, and ensuring compliance

Payroll processing, tax filings, and compliance management

For businesses needing 12+ months of missing records handled