The fee structure is determined by the complexity of your accounting requirements. We utilize a flat monthly fee model. We would be happy to discuss your specific business needs to ascertain how we can effectively address them.

We specialize in QuickBooks Online. Our services can be conducted remotely, or we can arrange in-person meetings to enhance your understanding of bookkeeping. We utilize cloud-based software to facilitate secure and convenient document uploads and transfers.

We meticulously analyze and document all of your business transactions using QuickBooks Online to generate comprehensive monthly financial statements, including a Profit and Loss statement as well as a Balance Sheet statement.

We take pride in delivering exceptional customer service and are committed to meeting your needs. We can certainly arrange for more frequent meetings to address your specific business requirements. Additionally, we are available to conduct weekly cash flow meetings to assist you in optimizing your financial management.

We require your bank statements on a monthly basis. To streamline this process, we can set up automatic synchronization of your bank statements with QuickBooks, allowing you to concentrate on your business while we manage your bookkeeping. Alternatively, you may choose to send us your documents directly. We utilize secure cloud-based software and email for the delivery of documents, ensuring your information remains protected.

Your financial reports will be delivered by the 10th of each month to facilitate more effective planning for your business.

Rest assured, we are here to assist you in rectifying any disorganized transactions or inaccuracies in your records from the past. We will discuss the pertinent details tailored to your specific situation as needed.

Let us engage in a discussion! We are passionate about innovation and consistently seek to explore new concepts. Together, we can enhance your unique projects and optimize your business operations.

I work with several Certified Public Accountants (CPA) who are available to offer comprehensive tax preparation, consulting, and strategic services for your business.