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. 

We develop and maintain your company’s overall financial processes and management, and create your accounting data file 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. 

TRAINING

• We offer training sessions on how to use QuickBooks Online to your employees if needed. 

MONTHLY BOOKKEEPING includes the following:

• 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.

• Provide 1099s 

PAYROLL

• We partner with 3rd party payroll companies to manage your payroll

REPORTS

• 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.