Full Service Bookkeeping

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• Cleanup/Setup Phase

  • In this initial phase, we help you establish a clean financial foundation. 

    • Set up or review your chart of accounts to ensure it accurately reflects your business operations.

    • Connect your bank accounts and other financial accounts to QuickBooks for seamless data flow.

    • Teach you the basics of navigating QuickBooks, so you can understand and use it effectively.

    • If there’s pre-existing data in QuickBooks, we spend the first month reviewing and cleaning up any issues to ensure the data is accurate and organized.

• Ongoing Bookkeeping

• Once the setup is complete, the focus shifts to maintaining your financial records. Each month, we will help you

  • Categorize your transactions, ensuring every expense and income item is accurately recorded.

  • Reconcile your accounts to confirm that bank and credit card statements match your records.

  • Close your books monthly, verifying that your financial data is up to date and balanced.

  • Prepare financial Statements: We prepare essential financial reports to provide a clear and accurate view of your business’s financial health.