Bookkeeping Setup for New Businesses

Our Bookkeeping Setup service is designed to give new businesses a strong financials foundation from day one. We set up QuickBooks Online tailored to your business, ensuring your books are accurate, organized and ready to grow with you.

This service includes:

  • QuickBooks Online setup and configuration

  • Customization of chart of accounts aligned to your business activities

  • Secure integration of bank and credit card accounts


Bookkeeping Clean Up & Catch Up Service

Our Bookkeeping Clean Up & Catch Up service is designed for business that have fallen behind or need corrections to made to their financials records. We bring your books up to date and ensure everything is accurate, organized and compliant.

This service includes:

  • Catching up past-due bookkeeping for prior months and years

  • Correcting account balances and chart of account issues

  • Reconciling bank and credit card accounts

  • Cleaning up miscategorized or duplicate transactions

Monthly Bookkeeping Service

Our Monthly Bookkeeping service keeps your financial records accurate, organized and up-to-date - so you can focus on running your business with confidence.

Each month, we:

  • Record and categorize all financial transactions

  • Reconcile bank and credit card accounts

  • Review accounts for accuracy and consistency

  • Maintain your chart of accounts

  • Service may include accounts receivable and/or accounts payable services

  • Communicate any questions, discrepancies, or insights that need your attention