Small to mid-size businesses
Monthly books you can read, and reports that help you decide.
Accurate, on-time books and simplified monthly and quarterly reports, so you know where the money goes, where it can be saved, and what the business can afford next.
What's included
Bookkeeping & Monthly Financial Reports
Owners of small and mid-size businesses who want their numbers current, accurate and useful.
Monthly bookkeeping
Transactions categorized and accounts reconciled every month.
Monthly and quarterly reports
Profit and loss, balance sheet and cash position, written so you can use them.
QuickBooks setup and training
A clean chart of accounts and hands-on guidance using it.
Payroll setup and processing
Payroll set up correctly and run on schedule.
Year-end reconciliation and cleanup
Behind on the books? We bring them current before tax season.
Lender-ready statements
Professionally prepared statements that strengthen a loan application.
- 01
Find cost savings
See which costs are growing and which can come down.
- 02
Decide with confidence
Reports that answer a question instead of raising three.
- 03
Borrow on better terms
Clean statements make the case to a lender for you.
My books are behind. Can you catch them up?
Yes. Year-end reconciliation and bookkeeping cleanup starts at $1,000, depending on how many months are behind and how many accounts are involved.
Do you work in QuickBooks?
Yes. We set up QuickBooks, train you on it, and support it afterwards.
How often will I get reports?
Monthly and quarterly, depending on what your business needs.