Our Accounting Services
Account Setup
Build a solid financial foundation with chart of accounts tailored to your business along with verified beginning balances and customized operating procedures your team can follow with confidence.
Account Cleanup
Restructure and optimize your chart of accounts, resolve transaction and classification errors, and reconcile balances to deliver reliable financial insight for tax filings, financing, and strategic growth.
Monthly Maintenance
Stay on top of your finances with consistent transaction reviews, account reconciliations, and a timely monthly close. Financial statements remain up to date and supported by forward-looking insights through Key Performance Indicators (KPIs).
Year-End Close
Produce tax-ready books with a thorough general ledger review, accurate adjusting journal entries, depreciation/amortization schedules, AR/AP reconciliation, and inventory valuation. Ensure reconciled accounts and seamless CPA collaboration for a confident year-end close.
Payroll Setup & Management
Streamline QuickBooks Online payroll with accurate account mapping, benefits configuration, automated tax filings, year-end W-2/1099 prep, and seamless integration for reliable job costing and financial reporting.
Training & Support
Strengthen your team's confidence with training that focuses on best practices, streamlined workflows, and ongoing support—helping them adapt to system updates, changing business conditions, and evolving organizational needs.
Frequently Asked Questions
How often will we communicate about my books?
For ongoing bookkeeping clients, we provide monthly financial statements and are available for questions anytime. We typically check in during the monthly close process and whenever we notice trends or issues that need your attention. Our goal is proactive communication without overwhelming you.
What information do you need from me to get started?
We’ll need access to your accounting software, bank statements, and any relevant business documents. During onboarding, we’ll walk you through exactly what we need and help you gather everything efficiently. Most clients are surprised by how simple the process is.
How long does the initial setup or cleanup take?
Setup for new businesses typically takes 1-2 weeks. Cleanup projects vary based on how far behind you are and the complexity of your books—most are completed within 2-4 weeks. We’ll provide a clear timeline after reviewing your specific situation during the consultation.
Do you work with my accounting software or do I need to switch?
We specialize in QuickBooks Online but work with most major platforms including Xero, Wave, and FreshBooks. If you’re already using software that works for your business, we’ll work within that system. We only recommend switching if there’s a compelling reason that benefits your operations.
What if I’m months (or years) behind on my books?
This is more common than you think, and it’s exactly what our cleanup services are designed for. We’ve helped businesses catch up from years of backlog. The key is starting now—the longer you wait, the more complex it becomes. We’ll create a systematic plan to get you current without disrupting your business.
Ready to Transform Your Financial Operations?
From setup to scale, we handle the numbers so you can focus on growth. Get started with a free consultation to see how we can streamline your accounting processes.