What we provide

Our bookkeeping services offer you the flexibility to concentrate on growing your business. Here’s how we can support you:

• Expertise & Support: Our certified, professional accountants ensure your books are accurate and detailed, no matter the complexity of your business.

• Dedicated Team: We assign a dedicated team to each client, providing personalized service and a deep understanding of your business's specific needs.

Services we offer include:

• Monthly transaction processing and reconciliations

• Month-end closing and preparation of basic financial statements

• Clean-up and catch-up bookkeeping for businesses

• Ongoing monthly bookkeeping and accounting services

Additionally, we provide:

• Leadership and oversight of accounting teams for CPA firms and bookkeeping firms

• Experience with a wide range of accounting systems, including QB, Xero, FreshBooks, Wave, Odoo, NetSuite, Appfolio, Buildium, Zoho, and more

• Monthly, quarterly, and yearly financial statements

• Personalized walkthroughs of monthly financial statements to discuss your business’s growth and performance

Let us take care of the numbers so you can focus on running your business.

Industries we serve and Softwares we use

What is Bookkeeping

• Crucial for Businesses: Bookkeeping tracks financial transactions, providing accurate information for decision-making.

• Key Activities: Involves recording, organizing, and summarizing financial data such as sales, purchases, receipts, and payments.

• Historical Record: Creates a detailed historical record of a company’s financial performance, enabling trend analysis.

• Informed Decisions: This historical data helps guide business decisions by identifying trends and patterns.

• Compliance: Ensures compliance with accounting standards and tax regulations, helping avoid legal and financial penalties.

• Vital for Success: Bookkeeping is essential for the overall success and growth of a business.

MAJOR INDUSTRIES WE SERVE

• E-commerce Law Firms

• Technology & SaaS Businesses

• Real- Estate Businesses

• Manufacturing Businesses

• Consulting firms

• Non-Profits

• Franchise businesses

• Medical offices

• Veterinary hospitals

• Travel businesses

• Salons & nail spas

• PE firms & investment firms

• Construction businesses

• Trucking businesses

• Other small businesses

MAJOR SOFTWARE WE USE

• QuickBooks Online & Desktop

• Xero

• Zoho

• FreshBooks

• Sage

• NetSuite

• Quicken

• Bkkpr

• SAP

• Deltek Costpoint

• Clio

• Buildium, AppFolio and Yardi

• Shopify, A2X, Amazon, WooCommerce

• Stripe

• Bill.com

• Checkeeper

• Avalara

• TaxJar

• ADP, Gusto, Intuit Payroll, Paycheck, Rippling, Middesk, Bamboo HR

• Other cloud accounting software