Our Solutions
The Complete Package
The Quarterly Review
The Annual Wrap-up
Training
The Complete Package is a comprehensive accounting and advisory package designed to keep your books accurate, your compliance tasks on track, and your leadership team informed with clear and timely financial insights. Services typically include:
- QuickBooks Set-up and maintenance
- Monthly Bookkeeping
- Payroll support
- Advisory on integrated apps
- Budget support
- Monitoring AR, AP, and KPIs
- Monthly financial statement preparation
- Year-end review and close out
The Quarterly Review is a simplified version of the complete package, this option includes continuous payroll support for those with employees but saves the higher-level review and financial statement focus until the close of each quarterly period. This is designed for businesses who don’t need monthly financial statement support but still want regular oversight, clean books, and guidance on their numbers throughout the year.
The Quarterly Review is a simplified version of the complete package, this option includes continuous payroll support for those with employees but saves the higher-level review and financial statement focus until the close of each quarterly period. This is designed for businesses who don’t need monthly financial statement support but still want regular oversight, clean books, and guidance on their numbers throughout the year.
The annual wrap-up focuses on getting your books ready for tax time and giving you a clear picture of how your business performed.
- Year-end reconciliations and clean-up
- Posting key adjustments
- Preparing year-end financial statement
- Coordinating with your tax preparer
- Helping you understand the results
On a limited basis, we offer hands-on training in both QuickBooks and core accounting concepts. We’ll walk you through your books, explain the “why” behind the numbers, and set-up workflows you can use every day to keep your finances accurate and up to date.
What To Know
We offer both flat-fee and hourly pricing, depending on the scope and complexity of your engagement. For more information, please complete a new client inquiry.
We work in a virtual workspace, so utilizing communication tools is highly important to us. We depend on email, video calling, and virtual document sharing for majority of our communication and information needs.
Since we specialize in working with QuickBooks Online, we do not accept clients utilizing other accounting platforms. However, we can facilitate a conversion to QuickBooks, and we encourage the use of apps that integrate with QuickBooks, such as Bill, Square, and Stripe.
We understand your needs may differ from our standard package offerings, but unfortunately, we do not accept engagements for standalone services. In order to provide the best service possible to our clients, we prioritize efficiency and consistency.