Review your current books to identify and fix errors in your financial records.
Reconcile bank and credit card accounts for accuracy.
Clear up unpaid invoices and misapplied credits.
Organize and simplify your accounting setup.
Ensure everything is in the right place for a fresh start.
Transaction Entry in Quickbooks (Up to 100 Monthly Transactions)
Transaction and Account Classification
Bank Account Reconciliation
Vendor and Customer Maintenance: We will keep records of your vendors and customers
Monthly Financial Statements: Profit and Loss, Balance Sheet, Etc.
Year-End Reports with information needed to prepare your taxes
Monthly Meeting with Bookkeeper
All basic package features including:
Up to 200 Monthly Transactions
Accounts Receivable: We will invoice your customers and manage collections
A/R Aging Summary
Bills Management