Services

  • Tier 1

    Categorizing Transactions

    Bank Reconciliation

    Credit Card Reconciliation

    Monthly Financial Reports

  • *Tier 2

    CleanUp

    New Business Setup

    Accounts Payable (Bill.com or Quickbooks)

    Accounts Receivable

    Sales Tax

    Payroll Processing (Gusto)

    1099 Preparation

    *Tier 2 offers intermediate and advanced options

  • Additional Services

    Business Books Review

    Business Books Catch Up

    General Bookkeeping Data Entry

    *Budgeting

    *Budgeting for individual personal finances is also available