Our Services
We offer a variety of services from small business bookkeeping to personal finance options including budgeting, coaching, bill pay, bank deposits and reconciliations.
We work solely with Quickbooks Online and Wave for small business bookkeeping softwares.
Small Business Bookkeeping
Our focus is small businesses utilizing Quickbooks Online or Wave (for the very small businesses who are looking for a more cost effective way to track business income/expenses).
We want to help ensure you are compliant with keeping business and personal finances separate to keep you out of hot water when tax time comes.
Daily Money Management
Do you or a loved one struggle with money management. We can assist with the following:
Budget creation
Preparing plans to reduce debt
Bill pay
Set up auto-pay
Balancing checkbooks and organizing bank records
Review bank/credit card/loan statements
Preparing & making bank deposits
Organizing important documents for tax preparer
