Staying on top of your finances is key to making smart business decisions. We take care of organizing and reconciling your business bank, credit card, and loan accounts each month. By regularly reviewing your transactions, we can: 

•  Identify unusual or duplicate charges.
• Catch any lost checks or missing deposits.
• Ensure all your business expenses and income are properly accounted for.

Understanding your numbers shouldn’t be overwhelming. Each month, we provide you with three essential financial reports: 

•  Balance Sheet: A snapshot of your business’s financial health, showing what you own and owe at a given moment. 
•  Profit & Loss Statement (Income Statement): An overview of your income and expenses, helping you see where your money is coming and where it’s going.
• Statement of Cash Flows: A detailed view of your cash activity, so you know exactly how money is moving through your business.

You’re not just getting a bookkeeper – you’re gaining a financial partner. We offer a 60-minute virtual meeting each month to review your financials and ensure you understand what the numbers mean. This is your time to ask questions, get insights, and make sure we’re supporting your business goals. Plus, you have access to your client portal whenever you need help or have questions. 

We use QuickBooks Online (QBO), a trusted industry standard for cloud-based bookkeeping. Whether you’re already using QBO or need a new setup, we’ll get you organized and streamline your bookkeeping process. With the ability to integrate with many third-party apps, we can create a system that works best for your unique business needs.