Timely information is useful information. That’s why, unlike other firms which can take months to update your books, we provide your completed financial statements quickly.

After we sync your bank, credit card, and merchant accounts to your QuickBooks Online (QBO) account, all of your transactions will be imported and classified by our qualified team of professionals. That means no more time spent categorizing individual transactions by hand.

While bank accounts synced with QuickBooks Online (QBO) tend to be error-free, technical issues may occasionally result in the omission or doubling of transactions. Bank reconciliations help to ensure that your bank balances in QBO always agree to the balances as shown per your bank statements.

Once all of your credit card transactions have been imported and classified in QuickBooks Online (QBO), we take the extra step of agreeing your credit card balances per QBO to your credit card statements. This way, we can confirm that there were no missed transactions which ensures the accuracy of your financial statements.

Once we import and classify all of the transactions for your business, we prepare a monthly management report which allows you to continuously monitor the financial health of your business, make informed decisions, and plan for the future.

QuickBooks Online (QBO) allows you to access your financial information anytime, anywhere, and from any device using their feature-rich and secure iOS and Android apps.

While many of our competitors offer support by email or chat only, we offer premium phone support with every bookkeeping plan to provide quick and easy answers to your questions and efficient resolution of any issues.

We partner with Gusto, a world-class payroll provider, to handle the administration of payroll for business owners. This includes the setup of salaries for S-Corporation employee/shareholders, medical and fringe benefits, and retirement plan contributions.

Ensuring the security of your sensitive financial information is among our highest priorities. That’s why we provide secure online document storage accounts for each of our clients as part of our bookkeeping services. No more emailing sensitive information, dealing with email attachment size limitations, and losing important documents to the spam folder.

When it comes to your financial information, accuracy is paramount. That’s why all financial statements are thoroughly reviewed by licensed CPAs prior to issuance. This crucial quality control step ensures that your bookkeeping is done right the first time.

We believe that the quality of our work and customer service should be our primary means of client retention – not long-term contracts. As a result, you are never ‘locked in’ and are free to cancel our services at any time.

Our monthly bookkeeping services are provided 100% remotely which allows us to serve clients in all 50 states. In addition, our monthly bookkeeping services include phone and email support by our highly-rated customer service team — we’re happy to help!

Absolutely! We can use your financial records (ex. bank statements, credit card statements, receipts, etc.) to generate financial statements which may then be used to file any outstanding income tax returns. This process will also allow us to identify any potential deductions and credits which may significantly reduce your tax liability.

No. Our bookkeeping services are provided on a month-to-month basis with no long-term contracts. You can cancel at any time. Schedule a consultation today to get started.

Yes! We are glad to help with income tax preparation for individuals, businesses, and estates/trusts. We prepare income tax returns in-house for self-employed individuals (Schedule C), owners of rental properties (Schedule E), Limited Liability Companies (LLCs), partnerships, S-Corporations, and C-Corporations.

No problem! We specialize in cleaning up bookkeeping records and would be glad to help you get caught up and current with your bookkeeping and income tax filings. During the initial consultation, we will assess the extent of the work necessary to get you caught up and provide free quotes for catch-up work as well as for ongoing bookkeeping and income tax preparation services.