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Services - Full Service Bookkeeping


Do you need help keeping your bookkeeping current?


Full service bookkeeping might be for you if:

  • You know your books are a mess and you're determined to get them organized and up-to-date this year

  • You don't currently have a bookkeeper and/or a bookkeeping solution

  • You have a bookkeeper and/or software but you are still feeling lost when it comes to your business' financials

  • Your accountant told you to find a bookkeeper

  • It is taking you too long each month to get the books done, and you know there has to be a better way

We have a mission to help small business

get organized and empowered with their finances.

Our full service bookkeeping includes:


  • A personal onboarding call to learn about your business needs

  • A review of your current business workflow including, but not limited to: invoicing, Accounts Payable, Accounts Receivable, payroll, CRM, etc.

  • Setup and configuration of your Quickbooks Online account including, but not limited to: an industry specific Chart of Accounts, connection of all bank feeds with proper beginning balances, importing past transactions (if needed), sales tax setup (if applicable), connecting third-party solutions like Accounts Payable, Accounts Receivable, Payroll, CRM, etc.

  • Monthly categorization of all income and expenses, monthly account reconciliation, production of management style financial reports, annual reporting for tax preparation

  • Monthly video calls to review your financials in a way empowers you to see the big picture of your business and make confident business decisions


Work with us today!

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