Monthly financial management
Ongoing categorization of transactions, reconciliation of bank and credit card accounts, preparation of journal entries as needed, and generation of clear, accurate monthly financial statements.
Accounts payable management
Full-service vendor management including purchase order creation, invoice processing, proper expense categorization, and timely vendor payments to maintain good standing and avoid late fees.
Accounts receivable management
Efficient invoicing practices to ensure timely billing and proactive follow-up to help accelerate cash flow and minimize outstanding receivables.
Historical bookkeeping clean-up
Thorough review and organization of prior years’ financial records to bring your books up to date and ensure accuracy for reporting and tax purposes.
Payroll processing
Comprehensive payroll services including timecard tracking, payroll processing, tax payments to state and federal agencies, and accurate reporting for SAIF, union, and other payroll-related requirements.
Bank and account reconciliation
Careful comparison of internal records with bank and credit card statements to identify discrepancies, ensure accuracy, and maintain financial integrity.
New account setup
Personalized setup of QuickBooks or other accounting systems, with guided support to ensure a clean, organized start and proper configuration tailored to your business needs.
QuickBooks training
Ideal for business owners who prefer to manage their own books. Our two-part (8-hour total) virtual training is flexible to your schedule and includes unlimited Q&A, step-by-step guidance, and practical instruction for using QuickBooks with confidence.
Free consultation
Not sure where to begin? Contact us for a complimentary consultation to explore how professional bookkeeping services can support your business goals.