Services

Historical Cleanup/Messy Books

If you have a small start-up business, simply keeping track of income and expenses on an excel sheet could be sufficient enough, but when your business starts growing, it can quickly get out of hand. Several purchases are made and the receipts are put in an envelope. No worries – you will get to it this weekend. However, that never happens, so it just builds up.

 

The challenge of finding errors, correcting them and making your books nice and tidy again is like a puzzle to me.

Are you confident that everything is categorized correctly?

Are you confident that your fixed assets are recorded and are being depreciated yearly?

Are your Notes Payable accounts being split accordingly between principal and interest? Does your account reflect the correct balance due?

All of these things are going to affect your taxes – in either a negative or positive way, we definitely want it to be positive!

Contact me today for a basic diagnostic review.

 

money, bills, calculator

Monthly Maintenance

Regular maintenance of your bookkeeping helps you to know what your financial picture is at any given time.  It also helps you to pay the correct sales taxes.

Bank/Credit Card reconciliations are very important to be able to catch duplicated entries, incorrectly categorized transactions, bank errors, fraudulent charges, etc.  

Contact me today to see how I can help your business! 

Prices start at $350/month, however the services for your business are personalized according to your specific needs.

Additional services

Software

If you are in the Construction Industry, you may have heard of ComputerEase, or you may already have it. My journey with ComputerEase began in 2000.  It is a great all-inclusive robust software for anyone in the construction-based industry.   

Want to learn more?  Contact me and I can put you in contact with the right people for a free demo.  I became a certified Deltek ComputerEase Pro in 2023.  Click the CE icon below and it will take you to my profile.

If you currently have Quickbooks Online or don’t have an accounting softtware, I am a certified Quickbooks Online ProAdvisor and I can help you get started. Quickbooks Online is a great software for small businesses and entrepreneurs.  

Let’s discuss your options!