We love technology, we love bookkeeping, and of course we love numbers!
With us, you can depend on updated financials; prepared by the 10th of every month, 24/7 access to your personal bookkeeper, one day each week dedicated to your company, and so much more!
MONTHLY BOOKKEEPING
BASIC PACKAGE
Perfect for those who manage daily tasks but want professional oversight and accurate month-end financials.
- Monthly bank and credit card reconciliation.
- Preparation of Balance Sheet, Income Statement, and Cashflows.
- Monthly 60-minute consultation.
- Construction Software Assistance & 24/7 Support.
ESSENTIALS
Our most popular option for business owners who want weekly updates and deeper financial clarity.
- All Basic services PLUS:
- Weekly transaction categorization and bank feed matching.
- Loan account reconciliation.
DELUXE
The total hands-off solution where we manage your daily bookkeeping needs from start to finish.
- All Essentials services PLUS:
- Full Accounts Receivable (Invoicing) and Accounts Payable (Bill Pay).
- Comprehensive daily bookkeeping management.
PROJECT BASED BOOKKEEPING AND TRAINING
QBO SETUP AND THIRD PARTY INTEGRATIONS
Complete Quickbooks online setup and basic training. Getting QuickBooks set up right is a crucial step for proper accounting.
- Chart of accounts set up specifically to your industry
- QuickBooks Online preferences set up for your companies needs
- Customize invoice template using your companies logo
- Set up vendors, clients, and employees
- Set up integration with your 3rd party software
QBO TUNE UP
We can help get your books nice and tidy. This will help give you a fresh start and the sound of mind know your books are accurate.
- Complete review of your chart of accounts, vendors and customers
- Bring your Profit and Loss Statement and Balance sheet up-to-date
- Review accounts payable and receivable for incorrect open balances and work to resolve the issues
- Get all of your accounts reconciled to date
- Advice on how to keep your books looking good!
TRAINING
Need some help navigating through Quickbooks? We can teach the basic workflow that needs to take place for your day to day bookkeeping needs.
- Learn the basic workflows that need to take place
- Get specific questions answered
- Learn how your third party software integrates with QuickBooks Online
- Help your employees learn how to navigate through QuickBooks Online
ADDITIONAL SERVICES
QUICKBOOKS ONLINE DIAGNOSTICS
Choose from any one of these additional services to customize a package to fit your needs or just receive some additional help.
- Full Service Payroll
- 1099’s
- WIP Report
- Job Costing
- Work flow setup and implementation
- Projected cash flow
- Tax Prep – While we don’t prepare taxes in house, we have teamed up with some amazing preparers that can!
Make us your one stop shop!
With this service we do a deep dive into your books to get a clear picture of any issues or concerns with your books. Once we have discovered all areas of concern we then provide you with an up-front quote for services to clean up any areas of concern.
- In-depth review of your books by a specialist on our team
- A list of all of our finding and areas of concern
- One hour of training is included to help improve the workflow to help eliminate problems in the future
- Having an accurate set of financials is key to running a successful business and leaving your book unchecked for to long is like letting your car run out of oil!
SCHEDULE A FREE CONSULTATION
Imagine being able to focus on your business and having the necessary tools to make crucial financial decisions. We offer a free 60 minute consultation to discuss your needs and to see if we are a good fit.
BOOK NOW