March 5, 2021

We’ve got your books!

This service is ideal for clients looking to organize finances. Bookkeeping activities will be conducted on behalf of your business to ensure that all financial information is up to date. Services are as follows. 

Accounting:

* Monthly reconciliation of bank and credit card statements up to 100 transactions
* Maintain data feeds into your accounting software files and categorize transactions
* Monthly access to key financial reports

Consulting:

* Annual budget prep & review
* Annual financial coaching call – Zoom, 1 Hour

Support:

* Bookkeeping – unlimited troubleshooting & support

Technology:

* QuickBooks Online