Bookkeeping Services

🏁 New Business Setup

Start smart from the beginning.
We help you skip the confusion and get your books built on a solid foundation. Our setup service includes:

• QuickBooks installation and configuration

• Chart of accounts customized to your industry

• Selection of accounting method (cash or accrual)

• Entry of beginning balances and data imports

• Reconciliation of your starting transactions

✅ You’ll be up and running, confident that everything is clean and correct.

🔁 Routine Bookkeeping

Focus on growing your business—we’ve got the books.
Let us take the stress out of bookkeeping with daily, weekly, or monthly service options. We handle:

• Ongoing transaction entry

• Categorization and coding

• Reports and reconciliations

• Expense tracking and vendor activity

✅ Services are tailored to your schedule and business needs.

🔍 Monthly or Quarterly Checkups

Love doing it yourself, but want expert backup?
If you’re entering your own data (or have office staff helping), we’ll review your books for accuracy and compliance. This service includes:

• Review of entries, reconciliations, and classifications

• A list of corrections or clean-up tasks

• Optional training for your team

• Optional support to fix identified issues

✅ Whether you need a little help or a lot, we’ve got you covered.

🏦 Bank & Credit Card Reconciliation

Don’t guess your balances. Know them.
We reconcile all your accounts to ensure nothing slips through the cracks:

• Bank accounts

• Credit cards

• Loans and merchant accounts (Square, PayPal, Shopify, LightSpeed, HoneyBook, etc.)

✅ Regular reconciliation helps you catch errors, missed income, and tax-deductible expenses.

🧾 Bill & Check Processing

Dread paying bills? We make it painless.
We’ll manage your vendor bills and outgoing payments:

• Entry of vendor bills, receipts, and cash expenses

• Bill scheduling and payment prep

• Check writing or electronic payments

• Year-end 1099 prep for contractors

✅ You’ll always know what you owe—and when.

💵 Payroll Processing

Stress-free payroll that works the way you do.
We handle the entire payroll lifecycle:

• Time tracking or timecard calculation

• Payroll processing and direct deposit or printed checks

• Payroll taxes and garnishment tracking

• Quarterly & annual payroll reports (Forms 941, 940, W-2s, etc.)

✅ We can do it all—or just give you the tools to run your own.

🧾 Receipt Management

Stop scanning and snapping. Just send us the pile.
No more stressing over receipt organization. Just toss them in an envelope and:

• Drop them at our office or mail them in

• We’ll scan, rename, and upload them to your preferred storage (ShareFile, Google Drive, Dropbox, Box, QBO Shoebox, etc.)

• Receipts labeled with: your initials, vendor name, date, invoice number, and amount

✅ All your documentation, neat and accessible, whenever you need it.