Accounting Services

As a small business owner, your time is limited. Spend the time you have focusing on running the business while we will take care of the following:

Bank and Credit Card Reconciliation

We’ll make sure your books and bank statements match, see which payments have cleared, and help protect your company from embezzlement.

Income Statements

Let us take care of profit/loss statements, keep track of your business operating costs, and calculate your projected tax liability.

Balance Sheets

When we give you a balance sheet, we’re giving you an overview of the financial health of your company and empowering you to identify and react to trends.

Accounting add-ons:

At your request we will also take care of payroll, taxes, or financial planning.

  • QuickBooks (desktop & online) set up
  • QuickBooks (desktop & online) training
  • Bookkeeping (monthly, quarterly, annually), including recording banking and credit card transactions
  • Bank & Credit Card Recon (add to what you have): Identify missing or incorrect transactions
  • Sales tax filing/preparation
  • Business Property tax filing
  • General ledger preparation
  • File 1099s & W-2s

THE NUMBERS BETWEEN VISION AND SUCCESS