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Bookkeeping & Accounting Services

  • Setup and customization of QuickBooks Online accounts

  • Chart of accounts creation and management

  • Daily, weekly, or monthly transaction entry

  • Bank and credit card reconciliation

  • Accounts payable (bill entry and vendor payments)

  • Accounts receivable (invoice creation and customer payments)

  • Expense tracking and categorization

  • Sales tax tracking and filing assistance

  • Month-end and year-end closing

Financial Reporting & Analysis

  • Profit and loss statements (P&L)

  • Balance sheets

  • Cash flow statements

  • Custom management and performance reports

  • Budget preparation and variance analysis

  • Job or project costing reports

Payroll & Employee Management

  • Payroll setup and processing through QuickBooks Online Payroll

  • Direct deposit setup

  • Payroll tax calculations and filing support

  • W-2 and 1099 preparation

  • Employee time tracking integration

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Accounting, financial tracking, financial reports, profit and loss

Business Support Services

  • QuickBooks data cleanup and catch-up bookkeeping

  • Conversion from desktop or other accounting software

  • Audit preparation and document organization

  • Integration with third-party apps (e.g., Shopify, Square, Stripe)

  • Financial consultation and best-practice training

  • Ongoing QuickBooks Online support and troubleshooting