Our Process
Core bookkeeping services designed to keep your financial records accurate, organized, and ready for informed decision-making.
Standard Bookkeeping Services Included:
- Bank account connections and ongoing management.
- Online banking is preferred, but manual entry is available (additional fee).
- Credit card connections and ongoing management.
- Monthly account and banking reconciliations.
- Monthly financial reporting.
- General tax preparation support for CPA.
- Online banking is preferred, but manual entry is available (additional fee).
- 1099 preparation and submittal through QBO (Client pays e-filing fees).
*Anything outside of these services may result in additional fees.
