The Backbone of your Business

An accurate and clean set of books and records is essential to your business. Without knowledge of your financial data, you cannot effectively manage your day-to-day operations. Often times, small businesses in our area simply do not have the time, personnel, or even desire to keep up their books on a regular basis. After all, you are the expert in your field—you should be running the business, not reconciling bank accounts and posting journal entries.

We are able to provide monthly bookkeeping services to help your business stay on track. This could include bank reconciliations, posting adjusting entries for misclassified transactions, or reconciling your loan balances.

QuickBooks Training

While you may know every in and out of your business, you may not be that comfortable with bookkeeping software—especially if you have no prior accounting experience. Let us help get your QuickBooks file set up in a way that is going to make sense for your unique needs. Often times, clients new to QuickBooks sit down with us to walk through how to do tasks such as: creating invoices, posting transfers between bank accounts, and making payments to debt obligations.

Even if you are not a current client of ours, feel free to give us a call to see how we can help you with any bookkeeping or QuickBooks issues you may be having. We can set up an appointment to walk through your questions and concerns at a reasonable fee.

What Level of Assistance Do You Need?

We want to provide whatever level of service your business needs. Some examples of bookkeeping work we provide:

  • Posting transactions for your small business
  • Monthly adjustments and bank reconciliations
  • Quarterly analysis and adjustments to loan accounts and misclassified transactions
  • End-of-year recording of depreciation, wage reconciliation, book-to-tax adjustments

If your business has expanded to a juncture where you don’t have extra time to handle your bookkeeping, we can help.

Schedule an appointment with us to discuss how we can help with your bookkeeping.

860-889-3825