Services monthly bookkeeping

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We will obtain your accounting documents on a monthly basis, reconcile all pertinent accounts and make appropriate adjusting entries. Having relevant and timely financial information is vital the growth and health of your business.

We will obtain your accounting documents on a quarterly basis, reconcile all pertinent accounts and make appropriate adjusting entries. Having relevant and timely financial information is vital the growth and health of your business.

We obtain and enter all your data after your  calendar/fiscal year ends and make all appropriate adjusting entries so that you can file your taxes with confidence.

Assistance with monthly bookkeeping and  closing of books and financial statement reporting. Development of cash flow, budgets, forecasting and projections as appropriate and needed.

We will obtain all necessary documents  and prepare your personal  accounting, trust accounting, house hold payroll reporting, banking and bill payments, As well as liaison with your personal CPA or tax preparer at year end.

QuickBooks Online also know as QBO has millions customers globally and they offer various subscription tiers to meet your accounting needs. We will assist with migration to the cloud and train you on the software.

Xero is an online bookkeeping software that started in New Zealand in 2006.  It offers three tiers of subscription including payroll. We will assist with migration and training.

We are here to assist you as needed with your accounting/bookkeeping needs. From finding the right  accounting software solutions, assisting you with your bookkeeping task to finding a good CPA to file your taxes with confidence.

If your bookkeeping is months behind or some of your accounts have  become negative. We  can assist with  catching you up or clean up as needed.