If your books need some attention, whether for the last quarter or the last decade, we have the tools and the expertise to reconcile your transactions and balance your books, getting you back in the good graces of the IRS and local taxing agencies.
Using Quickbooks Online, we categorize every transaction from every source, match them, reconcile them, and balance them so that you have the most accurate data to base your business decisions upon.
Beyond the essential profit & loss and balance sheet reports, Quickbooks has hundreds of specialized reports available to fill the needs of any business. And if you need something specific for your industry, we can create any number of custom reports to give you the insights that you’re looking for.
We schedule regular face-to-face virtual meetings (monthly / quarterly / annually, depending on your need) using Zoom or Google Meet. You like to focus on running your business, without the worry of interpreting or misinterpreting the data in your reports, so we sit down with you regularly to clarify what the numbers are telling us.
Expert Tax and Advisory Services
As the tax filing deadline approaches, we can assist you in preparing and filing your taxes or manage the entire process for you.
Proper Planning, Organization, and Execution Yields Success
Working together, focusing on each of our strengths, we will both be enriched and find great satisfaction in watching your business grow, succeed, and bless others. With the right tools and the right systems in place, you have the foundation to not only survive, but to thrive.