Professional Bookkeeping Services

Services Offered

  • Getting Started

    • Meet to discuss your type of business and accounting system
    • Create or lead your QuickBooks file
    • Organize & input existing transactions to current date
    • On-site and remote bookkeeping

  • On-Going Support

    • Categorize transactions
    • Bill pay and deposits
    • Monthly reconciliations for bank, brokerage accounts, and credit cards
    • Monthly financial reports
    • Serve as liaison between you and your CPA throughout the year

  • Additional Assistance

    • Notary Public
    • Minutes for record books
    • Inventory for Probate purposes
    • Secretary at advisory meetings
    • QuickBooks payroll
    • Year-end financial reports
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