Monthly Bookkeeping

  • Categorization of income and expenses

  • Account reconciliation

  • Monthly financial statements

Our most popular option!

Clean up

Behind on filing your taxes because your books aren’t up to date, or you’re not sure you’ve been doing things correctly? A Clean Up might be where we need to start. We’ll go back a year, or several, and ensure transactions are categorized correctly and fix any mistakes we find. Once completed you’ll have a clean file to hand off to you tax preparer.

QuickBooks Set up

  • Create QuickBooks account

  • Set up users

  • Create chart of accounts

  • Assist with connecting bank and credit card feeds

  • Integrate membership management system (like Hint) or other EMR/POS