Overwhelmed with numbers?
Turn Over your Bookkeeping Chores to Us!
So You can Focus on Running Your Business
Services
Bookkeeping Services for Your Growing Business
Routine Bookkeeping
With the help of our monthly bookkeeping services, keep your finances in order. We keep tabs on your earnings and outgoing costs and give you clear financial reports. We take care of the books so you can concentrate on what's most important to you.
Account Clean Up
Don't panic if your bookkeeping is a little (or a lot) behind. To bring you up to date, we provide historical bookkeeping or "clean up" services.
Our Process
1
Gather
Gather financial information necessary to begin.
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Book a call to see how we could help.
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If needed, perform Audit walkthrough and ask for system access.
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Craft proposal for the client.
2
Organize
Maintain your books organize.
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Download documents and categorize transactions.
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Input transactions to the system.
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Reconcile accounts and do month end closing.
3
Grow
Provide financial reports to grasp your numbers.
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Generate monthly Financial Reports.
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Schedule Client Virtual meeting to go over on the reports and give insights.
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Serve as client's liaison with the accountant.
WHERE ARE CONSULTATIONS HELD?
All financial consultations or meetings are held over Zoom.
WHERE DO YOU WORK?
Work is completed from my home office. Not to on-site bookkeeping.
WHAT SOFTWARES/PROGRAMS DO YOU WORK WITH?
We work Xero and Quickbooks Online.
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DO YOU FILE TAXES?
No tax preparation, we partner to client's accountants to file taxes.