Grow Your Business on a Firm Foundation

Our Monthly Bookkeeping service covers transaction categorization, monthly reconciliations, and preparing reports in Quickbooks Online.

We exclusively use QuickBooks Online for our bookkeeping services. This cloud-based platform allows us to efficiently manage your financial records, provide real-time updates, and offer seamless collaboration.

Absolutely. Our Add-On Services let you customize your bookkeeping plan to fit your specific needs.

We primarily collaborate with businesses that provide services. Our clients often include real estate agents and investors, wellness professionals, creatives, home services, and more. We’re particularly passionate about supporting entrepreneurs juggling both family and business responsibilities.

The duration of each project depends on its scope. Clean-up bookkeeping projects can vary based on the volume of work but typically range from 4 to 12 weeks. We’ll give you a more precise timeline after assessing your specific needs. For ongoing bookkeeping services, we provide monthly support to ensure your financials are always up-to-date.

We understand that every business is unique. During our initial consultation, we discuss your specific financial needs, goals, and challenges. From there, we create a tailored plan that aligns with your business objectives, ensuring you get the most value from our services.

Yes, we offer clean-up bookkeeping services for businesses that need to get their financial records back on track. This includes reviewing past transactions, reconciling accounts, and ensuring everything is ready for tax season or financial reviews.

Getting started is easy! Simply schedule a free Discovery Call here. We’ll discuss your bookkeeping needs, answer any questions, and outline the next steps for onboarding.

No, we focus on bookkeeping and collaborate with trusted tax professionals to ensure your financials are tax-ready. We provide all the necessary reports and documents to make your tax filing process smooth and hassle-free.

Outsourcing your bookkeeping allows you to:

• Save time and focus on growing your business

• Ensure accurate and up-to-date financial records

• Gain valuable insights into your business’s financial health

• Reduce stress and avoid the hassle of managing finances yourself

• Enjoy peace of mind knowing your finances are handled by a professional

Yes! We recommend Relay Online Banking for small business owners. Relay offers easy integration with QuickBooks, provides features like multiple accounts for better organization, and has no monthly fees. It’s a great option for business owners who need a flexible and cost-effective banking solution that streamlines financial management. If you’d like more information on setting up an account, feel free to reach out!