Bookkeeping

A Tailored Approach

Every Business Has Unique Needs

Each business has its own challenges, preferences and needs. Our tailored approach offers a variety of services and packages, customizable to meet the needs of each individual business. Check out some of the available services we offer below.

Training by the Hour

  • QB Training Basic to Advanced

  • Recorded Zoom Sessions

  • QB Online or QB Desktop

New Business Setup QBO

  • Includes Customization Meeting, Final Review, and Training Session

  • QuickBooks Online company file will be customized to meet your needs and comply with industry standards

Cleanup and Catch-up Services

  • Starts with QuickBooks Diagnostic (waived if in business for less than one year)

  • Custom Proposal based on your needs and priorities

Bookkeeping Services

  • Billed at a flat monthly rate

  • Daily, weekly, monthly, quarterly and annual bookkeeping tasks

  • Payroll

  • Accounts Receivable

  • Accounts Payable

  • Reconciling of all bank and investment accounts

  • AIA billing packages

  • Certified payroll reports

  • Workers' Comp and insurance audits

  • Financial reports, and more

QuickBooks Diagnostic

  • Review of Balance Sheet

  • Review of Income Statement

  • Review of Chart of Accounts

  • Includes Findings Report

  • Recommendations and DIY Plan or a Do-It-For-You Proposal

  • Comprehensive bill paying

  • Sales tax preparation

  • Quarterly tax payments

  • Tracking of tax deductions

  • Tracking of assets and liabilities

  • Construction job costing

What services are right for you?

We can advise you on what combination of services will help your business thrive. Schedule a free consultation to discuss today.