Bookkeeping

Offering a robust line of productsto meet your personal and business needs

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You love your business—we love the bookkeeping

We are entrepreneurs, serving entrepreneurs… As small business owners ourselves, we understand what it takes to succeed. And that's why we serve as your dedicated advisors. Let us handle the accounting work for you:

  • Bookkeeping—We handle the books, including managing transaction classification and expense tracking…while also integrating third party payroll.
  • Bill paying & invoicing—We take over daily bill paying and invoicing tasks, as well as monitor and manage your cash flow to keep your business financially healthy.
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Here's how we're different

  • We get it right—Daily transaction classification and expense tracking (including payroll) keeps your books clean, accurate and reliable.

CPA Liaison

Our services include:

Bookkeeping

  • Process bills and payments
  • Track credit card expenses and receipts
  • Process employee expense reports
  • Prepare 1099s for contractors
  • Provide digital access to paid bills

Account reconciliation

  • Reconcile bank accounts
  • Reconcile electronic transactions into QuickBooks
  • Reconcile credit card accounts
  • Reconcile asset and liability accounts
  • Bookkeeping cleanups

Small business and executive level advice

  • General business consulting
  • Cash flow management
  • Forecasting and projections
  • Proformas and startups
  • Monthly financial statements
  • Monthly budget reports
  • Documentation for your Tax Accountant
  • Software selection
  • Customized reporting and analysis
  • Cost analysis