We help take financial worries off your plate by managing your books and providing you with the right reports for your tax advisor.
Remote bookkeeping can be done from anywhere in the world. No need to provide office space or even a desk! We meet via zoom (or in person if local) and manage your books and/or payroll remotely.
As a certified QuickBooks Online ProAdvisors, we develop and maintain your company’s overall financial processes and management, and create your accounting data file using QuickBooks Online so that it’s tailored to the specific needs of your business. You will have full access to this file and the reports you need.
Start with a clean slate
If you are just starting, we set up your QuickBooks Online file with customized chart of accounts to meet your business needs.
If you have been using QuickBooks for a while, we do a diagnostic review of your books.
If needed, we go through your past books line by line and bring them up-to-date. This includes a detailed review of your chart of accounts to ensure all of your past transactions are organized correctly.
Monthly Bookkeeping includes:
Download and categorize transactions into proper accounts.
Provide a list of all unknown transactions for your comments to maximize your potential tax deductions and categorize those once your comments are received.
Reconcile accounts for accuracy and completeness.
Provide a secure storage vault to share documents.
Track payables and receivables and keep all your business’s financial transactions documented.
We partner with 3rd party payroll companies to manage your payroll
Run detailed reports giving you a clear view of your business performance.
Prepare the financial information you will need to submit to your tax advisor.
We offer training sessions on how to use QuickBooks Online to your employees if needed.
With clean books and accurate reports, you can make more informed business decisions, face tax time with confidence, and have more time to focus on your business.