Services

How Can We Help?

Calculator Image

Virtual Bookkeeping Services

Data Entry

  • Record all financial transactions of the business in their accounting software
  • Transactions may include:
    • Bills and expenses
    • Invoices and Sales Receipts
    • Owners contributions/distributions
    • Fixed Assets (including depreciation)
    • Loans (including amortization)

Reconciliation

  • Match physical copies of financial transactions to the transactions recorded in the accounting software
  • Match statement data in accounts  (i.e., Checking, Savings, and/or Credit Card) to transactions recorded in the accounting software

QuickBooks Online Software Training

  • Provide knowledge on QuickBooks Online accounting software and how it can be used to keep track of financial data
  • Methods of Training:
    • Online demos
    • Screen sharing
    • Custom step by step guides provided in PDF format

Data Clean Up

  • Review previously entered financial data 
  • Review financial statements for clean up period
  • Work with business owner to make sure all data is accurate and up to date

Analysis of Financial Statements

  • Present and discuss any financial weak spots found on financial statements for a specific period of time 
Free Consultation

Request A Meeting

We would love to here more about you and your business! Request a free consultation to see how we can help you with your financial frustrations.

Schedule Consultation