Welcome

Connect, securely import transactions and reconcile 1 of your financial accounts, which could be a bank account, credit card, PayPal, Square, Venmo, ect. Connect and set up 1 ecommerce account.   

Set up a basic chart of accounts, import and organize income and expenses. Setup invoicing to include creating a professional invoice with your logo, track invoice status, send payment reminders, set up recurring invoices and instant payments. Pay bills timely and accurately, ensuring cash flow is managed.  

Set up Quickbooks reports and dashboards for easy, quick snapshots of your financials. In addition, produce monthly profit and loss statements and balance sheets.   

Connect, securely import transactions and reconcile 3 additional financial accounts, which could be a bank account, credit card, PayPal, Venmo, and more. Connect and set up 1 ecommerce account.   

Basic chart of accounts, import and organize income and expenses.  Bookkeeping automation, mileage tracking, bill and invoice management. Connect with vendors to automatically import bills. 

Manage payroll for employees on direct deposit. Calculate garnishments, deductions, paid time off, and add commission and bonuses. Set up, review and approve payroll before payments are sent. For up to 25 employees.

Detailed sales and expense reports, accounts payable, accounts receivable reports, and year-end financials.  

Connect up to 6 banks/credit card accounts  to receive payments and transfers.  Connect and set up 3 ecommerce accounts.

Custom chart of accounts, forecasting income and expenses, development of KPIs and executive reporting, assist and support tax preparation.

Track and manage inventory to include setting up cost accounting system and cost of goods sold for inventory.   

Comprehensive inventory reports, enhanced sales, budgeting, profitability and customized forecasting reports based on needs. Cash flow statements and analysis, and year-end financials. Assist with regulatory filings to include sales tax  and annual tax return preparation.

We can get your bookkeeping caught up whether it be months or up to one year behind. In most cases we can give you a flat rate for this service therefore you know the cost before we get started.  Pricing starts at $200

We work with you monthly to ensure you don’t fall behind. We will review your books to assess the issues. We advise you with a custom plan to present accurate books to your CPA. Price increases as monthly expenses increase. Pricing starts at $300 monthly.

For our clients with few monthly transactions, we can provide affordable quarterly bookkeeping services. We review your transactions, reconcile your accounts, and provide you with accurate financial statements. Pricing starts at $300 per quarter.

Manage payroll for employees on direct deposit. Calculate garnishments, deductions, paid time off, and add commission and bonuses. Set up, review and approve payroll before payments are sent.  This monthly fee includes weekly or bi-weekly payroll. Pricing depends on number of employees.