BOOKKEEPING & ACCOUNTING
Take the Stress Out of Business Bookkeeping
Bookkeeping can feel like trying to solve a Rubik’s Cube blindfolded—but it doesn’t have to. Let us handle the numbers so you can focus on what you actually love about your business. With 45+ years of combined experience in strategic planning and bookkeeping, we bring expertise, precision, and maybe just a little magic to your finances. Using QuickBooks Online, we combine Business Consulting and Accounting Services to make your financial life simpler—and dare we say, more enjoyable.
Our Discovery Process
Every great partnership starts with a little reconnaissance. Our Discovery & Onboarding Program gets us familiar with your books so we can get everything set up in QuickBooks and your current year’s entries on track. Here’s how we do it:
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Monthly Review Meeting – Peek at your Profit & Loss, Balance Sheet, Job Review, and Sales Tax Status (don’t worry, we explain it in human-speak).
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Bi-Weekly Book Review & Configuration – Keep your records in tip-top shape.
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Financial Cash Flow Review & Planning – So your money actually works for you.
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Consulting on Best Practices – Tax tips, cash flow hacks, project reviews, and more.
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Business Operations Review & Planning – Think of it as plotting your business empire.
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Homework Items – Don’t panic - we do most of it for you.
Accounting Services That Actually Make Sense
Let’s be honest—the hardest part is getting your QuickBooks set up and your books current. During Discovery, we’ll see how you’ve been doing your books and suggest ways to make it easier, faster, and maybe even…fun? (Okay, mostly easier.)
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Initial Setup & Year-to-Date Entries – Hourly rate until we get you caught up.
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Transition to Monthly Support – Once your books are up-to-date, we switch to a monthly fee tailored just for you. If hourly works better for your business operations and budget, we will suggest this during our Discovery.
Our ongoing accounting services include:
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Monthly Accounting Maintenance – Pay bills, manage vendors, reconcile banking, repeat.
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Bi-Weekly Expense Entries – Because receipts won’t enter themselves.
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Monthly & Quarterly Reporting – Profit & Loss and Balance Sheets without the headache.
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Customer Invoicing & Follow-Up – Keep cash flowing and clients happy.
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Tax Review & Filing – Optional, but we make it painless. Let us just take care of this for you.
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Payroll Services – Employees, subcontractors, and everything in between.