Services

Accurate categorization of transactions

Accounts Receivable

Accounts Payable

Reconciliation of bank accounts

Monthly financial statements

Annual financial statements to provide to a tax provider

May also include excise tax return filing and BOI filing, as necessary

Books Cleanup - for business owners who need help getting their books in order quickly for loan applications, tax preparation, or other reasons

Business & Personal Budgeting - for those who need some help managing their money, we offer advice on budgeting tools, help you set up your budget, and help hold you accountable to sticking to it

New Business Setup - for those starting a new business, we can help you get setup with business licensing, BOI filing, and creating a functional chart of accounts in Quick Books (or other software, if preferred)