Services Values
Bookkeeping Cleanup
Why it matters:
Messy books hide profit leaks and stall growth.
What we do:
Diagnose issues, correct past entries, and rebuild a reliable starting point.
Benefit to you:
A clean slate that supports accurate tax prep and smarter strategy.
QuickBooks Online Setup
Why it matters:
A clean QBO file today prevents costly cleanup tomorrow.
What we do:
Design the chart of accounts, automate feeds, and tailor settings to your workflow.
Benefit to you:
Reliable data from day one—and no DIY frustration.
Financial Reporting
Why it matters:
Clear reports turn data into profit-driving decisions.
What we do:
Deliver customized monthly financials plus custom dashboards that spotlight KPIs.
Benefit to you:
Instant visibility into what’s working—so you can double down on it.
Accounts Receivable
Why it matters:
Cash in the door drives growth; chasing payments drains it.
What we do:
Send invoices, track every open balance, and provide AR aging reports to free up cash.
Benefit to you:
Predictable cash flow and less time “playing collections,” so you can focus on scaling.
Accounts Payable
Why it matters:
On-time vendor payments keep supply chains smooth and your credit strong.
What we do:
bills, schedule payments, and reconcile every cent in your books.
Benefit to you:
No late fees, better vendor terms, and a clear weekly picture of outgoing cash.
Transaction Categorization
Why it matters:
Accurate categories = instant clarity on spending and profit, no last-minute tax fixes.
What we do:
Review every transaction, ask the right questions, and post it correctly the first time.
Benefit to you:
Faster reports you can rely on, smoother tax season, and more confident daily decisions.
Sales-Tax Filing
Why it matters:
Mistakes here = penalties that eat profit.
What we do:
Track nexus rules, prep filings, and submit payments on schedule.
Benefit to you:
Peace of mind and zero hours spent decoding tax tables.
Bank & Card Reconciliations
Why it matters:
Unreconciled accounts hide errors and fraud, skewing every decision.
What we do:
Match statements monthly, flag discrepancies, and correct them fast.
Benefit to you:
Numbers you can stake decisions and investments on.
1099 Filing
Why it matters:
Late or incorrect 1099s trigger IRS notices—costly and distracting.
What we do:
Verify tax IDs, track annual payouts, and e-file on time.
Benefit to you:
Zero compliance headaches and stronger contractor trust.
Contractor Payments
Why it matters:
Smooth payments keep projects moving and contractors loyal.
What we do:
Maintain vendor files, schedule payouts, and document every transaction.
Benefit to you:
Happy contractors, audit-ready records, and more time for revenue work.
Payroll Recording
Why it matters:
Accurate payroll prevents errors and ensures smooth operations.
What we do:
We partner with trusted payroll providers, handling the processing and keeping your records organized.
Benefit to you:
Focus on your business with peace of mind, knowing payroll and finances are in expert hands.
QuickBooks Training
Why it matters:
Knowing your tools saves hours and avoids expensive mistakes.
What we do:
One-on-one sessions focused on the tasks you actually use, in plain language.
Benefit to you:
Greater control and fewer calls to tech support.