Evaluation

We will work with you one-on-one to evaluate your books and see what work would be best suited for your business structure, model, and financial needs.

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Cleanup

Books a mess? We’re happy to do a deep dive into them and clean them up. This is especially important ahead of tax time and it helps you better understand how much money is coming in and out of your company.

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QuickBooks Online Onboarding

We use QBO exclusively. If your company is new to the platform or if you’ve been using QuickBooks Desktop, we will do the work needed to onboard you into the program. If you’re a client of ours, you will also receive a discount on your monthly services for the life of our relationship.

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Categorization

Categorizing your expenses and income is the best way to get a full visual of how your company is performing financially. We will help you through the process and put in systems that make sense for your business.

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Reconciliation

Our professionals will regularly (monthly or quarterly) reconcile your books based on the frequency that works best for your business. Reconciliation is important so that you can get a view of where things are on a regular cadence.

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Reporting

This service will be provided in-line with your reconciliation schedule. We will produce your updated balance sheet, profit and loss statements, and any other reports that we feel would benefit your business.

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Payroll and AP

Take this off your list. With dedicated systems in place, we will process your payroll, regular SoS filings, TWC tax payments, payroll taxes, and accounts payable.