Transaction Categorization – Review and categorize all income and expenses.

Bank & Credit Card Reconciliation – Ensure your accounts match your statements.

Financial Reporting – Generate monthly profit & loss, balance sheet and custom reports.

Ongoing Support & Consultation – Answer questions and provide ongoing guidance and support. 

Receipt Management – Help keeping receipts organized and accessible for accurate recordkeeping and easier monthly bookkeeping. 

Weekly Deposit Assistance (for Local Businesses) – Local support for weekly deposits and occasional in-person bookkeeping-related tasks.

Accounts Payable & Receivable – Assistance with keeping customer invoices, vendor bills, and payment activity organized and current.

Sales Tax – Track, calculate, and prepare sales tax filings to help keep your business compliant. 

Catch-Up Bookkeeping – Ideal for businesses that need help bringing overdue bookkeeping up to date.

Bookkeeping Cleanup – Review, reconcile, and correct transactions to ensure accurate and organized financial records.