Services Available

Monthly Bookkeeping
Transaction review, account reconciliation and monthly financial reports.

QuickBooks Cleanup and Catch-Up
Correct old balances, uncategorized transactions, duplicate entries and unreconciled accounts.

QuickBooks Setup and Migration
Chart of accounts, opening balances, bank feeds and transition from another system.

Bank and Credit-Card Reconciliations
Identify missing, duplicate or incorrectly recorded transactions.

Accounts Payable and Receivable
Help organize bills, customer invoices and outstanding balances.

Financial Reporting and Forecasting
Profit-and-loss statements, balance sheets, cash-flow information, budgets and forecasts.

• Construction and skilled trades. 
• Property management and rental businesses. 
• Nonprofits, charities and camps. 
• Healthcare and professional practices. 
• Retail 
• Other small service businesses.

References available upon request