Bookkeeping Clean-Up

Bookkeeping is more than data entry. It takes knowledge of accounting rules to get everything entered in the right place with the right timing. To make sure everything ties out properly and the numbers are accurate.

Are your books messy? Giving you a headache?

If you don’t trust your books, we can do a detailed diagnostic, find the issues and put your data where it belongs.

Bookkeeping Catch-Up

We get it!

You’re busy running the business and the books aren’t current. We’ll get all your data entered and provide you with up-to-date reports that can be used for better decision-making.

Or it’s tax time and your CPA needs the numbers? Take a deep breath. We have you covered.

Monthly Bookkeeping

We free up your time so you can focus on other value-added and income-producing activities.

This service includes transaction coding, bank and credit card reconciliations, and basic financial reporting.

Additional services such as Custom Reports, Accounts Receivable, Accounts Payable, Job Costing, Inventory, Sales Tax accounting/filing, and 1099 filing are available.

Accounting Software/Chart of Accounts Set-Up

Are you setting up a new business? Migrating to QuickBooks from different accounting software?

We can help you get started.

As a Certified Advanced QuickBooks Online ProAdvisor, Joanne will review your business processes and advise on the best QuickBooks version to fit your business needs. Do you need to track projects? Will you be tracking inventory detail? We’ll fine-tune the software selection to get exactly what you need.

We can design a Chart of Accounts that matches the reporting requirements of your business and the detail you want to see.

If you’re migrating from other software, we will transfer your data into QuickBooks, including customer lists, vendor lists and inventory.