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We will get your bank feeds categorized on a monthly basis, but we can provide more frequent categorization if preferred!
We will make sure your books match your bank statements for the best accuracy possible.
Once categorization and reconciliation have been completed for the month, we will provide you with a set of financial reports to easily explain how your business is doing!
Tired of using the standard COA provided in set up? We can work together with you to personalize your accounts in a way that makes the most sense for your business.
Outstanding bills and invoices making a mess? Unsure if you've paid something or been paid by a customer? We can work with you to clean things up and make sure you're not overspending or going unpaid!
Are your books a jumble? Do you handle transactions without worrying about bank feeds or statements? We can cleanup those books and get everything organized and accurate!
Business closed in the summer? Open year round? We are able to work with your business and its needs!
Once we finish services for each financial period, we will provide you with reports and projections to show your business' financial standing.
Unfortunately, we do not currently offer billing and/or invoicing services at this time. This is the type of service typically provided by an in-house bookkeeper. However, we can definitely show you the best workflows for getting it accomplished without needing to hire someone in-house.
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