We accurately code all your income and expenses, ensuring clear financial tracking and organization. This foundational service helps maintain an organized ledger that supports accurate financial reporting.
We meticulously match your bank and credit card statements with your books to catch any errors or discrepancies. This ensures your financial records are accurate and up-to-date.
We record and organize vendor bills, manages due dates, and facilitates on-time payments to maintain healthy vendor relationships and avoid late fees.
We create and send invoices, track open invoices, and follow up on outstanding payments to improve your cash flow and maintain healthy client relationships.
We ensure your chart of accounts stays clean, consistent, and up to date, providing a solid foundation for all your financial reporting needs.
We coordinate payroll, enter payroll journal entries, and reconcile payroll reports to ensure accuracy.
We deliver key financial statements including Profit & Loss (Income Statement), Balance Sheet, and Cash Flow Statement, giving you clear visibility into your business's financial health.
We assist in building budgets and projections to help guide your decision-making, enabling more strategic planning for your business growth.
Ideal for product-based or eCommerce businesses, we ensure sales platform totals match accounting records for accurate revenue reporting.
Is your bookkeeping behind? We're here to help get you back on track.
We offer tailored workflows for eCommerce (Shopify, Amazon, Etsy), retail, wholesale, manufacturing, creatives/freelancers, marketing/branding agencies, and other service providers.
We track income and expenses by client, project, or location to measure profitability, helping you identify your most profitable ventures.
We reconcile inventory with accounting records and integrate with inventory software to ensure accurate cost of goods sold and inventory valuation.
We help you track and manage when cash comes in and goes out, enabling better financial planning and avoiding cash crunches.
We create custom dashboards to show key financial metrics visually, giving you at-a-glance insights into your business performance.
We set up or convert to tools like QuickBooks Online, Xero, Wave, and others to ensure your financial systems are running efficiently.
We help streamline bookkeeping through tools like Bill.com, Hubdoc, Zapier, and approval systems to save you time and reduce errors.
We teach you how to use tools like QuickBooks Online, Xero, or custom spreadsheet systems to help you better understand your financial software.
We schedule regular meetings for updates, insights, and helping you understand your numbers so you can make informed business decisions.
We help document internal financial processes to ensure consistency, compliance, and continuity in your financial operations.