Routine Bookkeeping

We keep your books on whatever schedule fits the business — as often as weekly, as infrequently as once a year. Most clients settle on monthly.

Every business has its own complications, and that is normal. We look at how yours actually runs and build a service plan around it. Common work includes:

• Recording and categorizing every transaction
• Reconciling transactions against bank and credit card statements
• Tying out accounts receivable, accounts payable, and loan balances
• Sending financial reports to the owner by email

Routine bookkeeping is quoted at a fixed price based on the volume and complexity of your business.

QuickBooks Cleanup

Months or years of bookkeeping left undone is a fixable problem. Most cleanup requests come to us ahead of a tax return deadline, or because a bank is asking for current financials.

We use a PDF reader to take your old bank statements, convert them to Excel, and import them into QuickBooks. Cutting the manual entry out of the process brings your cost down substantially.

Cleanup and catch-up work is quoted at a fixed price based on the volume and complexity of the job.