How We Help Our Client’s Businesses

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You deserve numbers that are accurate and make sense.  Without good numbers, you can't have a good understanding of your company’s health.  We offer a full range of bookkeeping services including:

• cleanups (to bring your numbers up to date)
• reconciliations (to fix erroneous entries)
• financial report generation (we’ll get you accurate P&L, balance sheets)
• report analysis and explanation (in English, not financial jargon)
• monthly maintenance (so you don’t get behind again)

We can give you accurate reports that show who owes you money and where your greatest expenses are located.  We can turn reports into graphs and graphs into dashboards that give you a visual representation of your company’s financials. 

Quickbooks has stopped selling new licenses for Quickbooks Deskop (as of 9/30/24).  They are transitioning customers over to Quickbooks Online, the cloud version of Quickbooks. 

Intuit has also added AI agents to the latest version of Quickbooks. These agents can automate some of the QuickBooks workflows; let us explain what this could do for your business. 

We have experience migrating Quickbooks Desktop to Quickbooks Online.  Let us help you build a transition plan to Quickbooks Online. 

A 2023 study (1) found that small businesses using professional bookkeeping services realized an average of 11.5% higher annual revenue.  For a company with just under $1 Million in revenue, that’s an additional $57.000 in annual revenue.  Imagine what your company could do with 11.5% more revenue !

Another 2023 study (2) found that company owners recovered an average of 9 hours of their time each week when using professional bookkeeping services.  That’s an additional 500+ hours that an owner could recoup each year.  How much is and additional 500 hours of your time worth to you ?