Bookeeping Services

We will work with you to determine which QuickBooks package is best for your business. We will also set up your QuickBooks bookkeeping software and system. We will set up QuickBooks and import your initial data. Many factors need to be taken into account, such as customer lists, vendor lists, inventory lists, costs, charts of accounts, accounts receivables, and much more. Have a trusted partner help you so you can focus on what you do best.

We offer complete bookkeeping services and have custom packages that will fit your specific needs and budget. So whether you are a startup or an established business, we can help. No long term contracts required.  

We provide the service of helping you with AR in managing cash flow and tracking customer payments such as invoicing, collections, customer service, and analyzing customer behaviors. We help you improve your bottom line by streamlining your AR process and freeing time for other tasks. 

We provide the service of generating, preparing, and reviewing monthly financial statements so you always know where you are with your business financials. You will also be able to make better business decisions based on your knowledge of your financial situation and the ability to monitor business trends and factual data. 

We manage bank and credit card transactions and reconciliations. We examine what and how transactions are recorded, ensuring that they are categorized correctly and under the correct accounts, how they impact finances, and how they are processed. 

We will assist you by migrating your financial data to QuickBooks Online and ensuring that it is accurate and well-kept in QuickBooks.  We have many other services to ensure you have the most up-to-date information and reporting to help you make the best business decisions possible. 

We provide the service of helping you manage your accounts payable process, which involves paying invoices, bills, suppliers, vendors, and more. 

We provide the service of job costing, tracking revenue costs by job, and enabling standardized reporting of profitability by job.  We take all data into account for job costing. 

We prepare your business for year-end and close the books each year. We prepare to adjust entries and create closing entries, deal with unexpected delays and surprises, poor communication, last-minute or incorrect information, and lack of financial automation, and implement a better month-end and year-end closing process. 

We provide the service and help you create a spending plan that enables you to manage your business income and expenses as effectively as possible. This way you can better plan for the future. Some of the areas we deal with are the operating budget, master budget, static budget, labor budget, and cash flow budget among other areas where needed.