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Bookkeeping Services

Initial Account Setup

 

​Initial setup of your account in Xero or QuickBooks Online including establishment of your monthly subscription and cloud access.

Account Reconciliation

 

Reconciling your bank and credit card transactions and categorization of all your transactions so you can see exactly where all the money is going.

Financial Statements

 

Accurate periodic statements that will keep you and your board members well informed as to the true state of the finances.

Personal Support

 

Email, phone or video chat support is available to answer questions, provide clarification and help resolve any issues that may arise.

One-on-One Coaching

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We'll work with you to find the best bookkeeping solutions for your particular  business, share best practices for managing your finances and train you on how to use the programs you need for maximum benefit.

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