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Our Services
Monthly Bookkeeping
We manage your day-to-day bookkeeping so you can focus on running your business.
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Download and categorize all transactions
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Identify and follow up on unknown expenses to maximize deductions
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Reconcile bank, credit card, and loan accounts
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Provide monthly Profit & Loss and Balance Sheet reports
Training
Our 3-part training series helps you manage your books in QuickBooks Online.
Session 1: Setup & Daily Transactions
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Customize your QuickBooks settings
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Link bank and credit card accounts
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Create invoices and receive payments
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Understand account types and how to set them up
Session 2: Reconciliation & Payroll
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Reconcile accounts accurately
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Address outstanding transactions
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Enter payroll and journal entries properly
Session 3: Financial Reporting & Support
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Analyze Profit & Loss and Balance Sheet reports
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Ask questions and get tailored support
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Receive a monthly bookkeeping checklist for ongoing success
Diagnostic Review
Not sure where your books stand? We’ll perform a detailed review of your QuickBooks Online file to assess its health.
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Review account reconciliations
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Evaluate your chart of accounts
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Check transaction categorization and data entry
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Identify issues in accounts payable and receivable
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Analyze key financial reports
You’ll receive a summary of findings and a clear plan for next steps—whether that’s clean-up, catch-up, or starting regular monthly services.
