Our Services
QuickBooks Online Services for Small Businesses.
We specialize in three project-based services designed to get your books accurate, organized, and ready for your tax professional.
Service 01
QuickBooks Online Setup
Start your business with a solid financial foundation. We configure QuickBooks Online, establish your chart of accounts, connect financial accounts, and organize your bookkeeping workflows.
- Chart of accounts tailored to your industry
- Bank and credit card account connections
- Opening balance entry and reconciliation
- Invoice and expense workflow configuration
- User access and permissions setup
QuickBooks Online Setup
Service 02
QuickBooks Online Cleanup
When your books aren't adding up, we help make things right. We identify and correct bookkeeping errors, reconcile accounts, address duplicate or misclassified transactions, and improve the reliability of your financial reports.
- Transaction review and reclassification
- Duplicate entry identification and removal
- Account reconciliation for all connected accounts
- Chart of accounts restructuring
- Financial report accuracy review
QuickBooks Online Cleanup
Service 03
Extended Catch-Up Bookkeeping
Months or even years behind? We specialize in catching up overdue bookkeeping, reconstructing historical transactions, reconciling financial accounts, and preparing organized records for your tax professional.
- Historical transaction entry and categorization
- Bank and credit card statement reconciliation
- Missing record reconstruction
- Year-end summary preparation
- Handoff-ready files for your CPA or tax preparer
Extended Catch-Up Bookkeeping
Pricing
Transparent, Fixed-Fee Pricing.
Every project is quoted at a flat rate after your free assessment — no hourly billing, no retainers, no surprise invoices.
Final pricing is determined after your free assessment based on the complexity and scope of your specific situation.
Our Approach
Every Engagement Starts With a Free Assessment.
Every business is different. We begin by understanding your bookkeeping challenges, evaluating the scope of work, and developing a customized project proposal. All services are delivered virtually, with clear communication and a judgment-free approach.