BOOKKEEPING SERVICES

Our Monthly Services are Fully Customizable and Always Tailored to Your Business!

  • Every business has unique needs, and our services are tailored to meet those needs. Here's a small sample of what we offer our clients:

    ⚪️ Customized Chart of Accounts

    ⚪️ Daily Transaction Categorization

    ⚪️ Necessary Journal Entries

    ⚪️ P&I Tracking on Notes Payable

    ⚪️ Tax Compliance Adjustments

    ⚪️ Monthly Reconciliations

    ⚪️ Quarterly Financial Reports

    ⚪️ As needed check-in Zoom calls

    ⚪️ Email Support

    ⚪️ Coordination with Your Tax Preparer for a smooth tax season

    • ⭐️ Gain strategic financial leadership without the full-time cost.

    • ⭐️ As your Fractional CFO, I provide expert guidance on financial planning, budgeting, cash flow management, and strategic decision-making, helping your business thrive and achieve long-term success.

    • 📣 We offer a free 30-minute initial consultation to learn about your business and discuss your financial needs.

    • 📣 Need ongoing support? Our consulting services are available on an ad hoc basis, tailored to your specific challenges.
      Click here to schedule your free consultation today!

    • ⚪️ Books Cleanup

    • ⚪️ Historical Catch-Up

    • ⚪️ QuickBooks Online Setup, Training & Consulting

    • ⚪️ Payroll Coordination

    • ⚪️ 1099 Tracking & Filing

    • ⚪️ Mileage Recording

    • ⚪️ Sales Tax Filings

    • ⚪️ Accounts Payable

    • ⚪️ Accounts Receivable

    • ⚪️ Cash Flow Consulting

    • ⚪️ Financial Business Coaching

    • ⚪️ Additional Services: Tailored support for your unique financial needs.