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Our Services
--Monthly Package 1

Designed for smaller businesses, or those just starting out:

  • Categorize bank, credit card transactions

  • Reconcile bank and credit card accounts

  • Provide/review balance sheet, income statement, statement of cash flows

  • Virtual support when you have questions or need assistance

This is a wonderful solution for those who need minimal bookkeeping help.  You can rest assured that your books are up-to-date and accurate.  

--Monthly Package 2

Designed for medium, established businesses and includes everything from Monthly Package 1 PLUS:

  • Budget creation and review

  • Bill pay that includes your approval for security purposes/virtual signature

  • Creating invoices 

  • Tracking/recording fixed asset purchases/disposals


If you are struggling to find the time to send out invoices or to get your bills paid by the due date, then this package is for you.  

--VIP Package

Perfect for a well-established business with a high volume of transactions.  Includes everything from Packages 1 & 2 PLUS:

  • Inventory tracking

  • Prepare and file sales tax

  • Prepare and file any applicable industry-specific reports

  • Comparative financial statements each month.  See how your revenues and expenses compare to last 3 months/year.  This report shows you the $ difference and % difference for each line item and includes an illustrative graph. This is a fantastic tool you can use for identifying trends, cost management, and planning purposes!  

--Additional Service Options

We offer several stand-alone services, or you can add any one of these on to your monthly or VIP package:


Accounting Software Clean-up & Repair Service

Have you been doing your own bookkeeping and realized it's not as quick and easy as it looks?  Or maybe a friend has been 'helping' you out?  What may seem like simple mistakes often lead to a huge time-consuming mess, one that you may not know how to fix. 

       We will:

  • Review transactions to ensure proper categorization

  • Correct any incorrect entries

  • Research and correct balance sheet and income statement inaccuracies

  • Reconcile bank and credit card accounts

  • Ensure that your financials tie to your income tax return

  • Review documentation for assets/liabilities

  • Simplify the chart of accounts. 

Monthly Review

If you feel generally confident that your bookkeeping is accurate, but would like us to review your work, this service is for you.  We will spend the time doing a quick but thorough review of your balance sheet and income statement.  We'll report on any inconsistencies or possible errors that we find so that you may make the necessary corrections. 

Catch up

Somehow you've gotten way behind with your bookkeeping. Receipts, checks, contracts, bank statements or other important papers are taking over your desk.  

No problem. Scan or email your papers to us and we will systematize them for you and reconcile accounts as needed so that your books are current and accurate. 

Quarterly Review

This is our Monthly Review X 4!  At the end of each quarter, we will do a thorough review of your financials to make sure your books are in good order.  


Do you have questions about how your accounting software works?  We can set up a virtual meeting (with screen sharing) to walk you through any process so that your questions may be answered. We can provide guidance on best practices that will save you time and money.

 In addition we can provide help with:

  • Setting up your chart of accounts

  • How to customize invoices

  • How to invoice and receive payments

  • How to track bills and make payments

  • Reconciling your bank and credit card accounts

  • How to customize reports

  • And more!  


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