Monthly Bookkeeping
Your books current every month, closed on a fixed date and explained by someone who knows your business.
- Categorization of every transaction in QuickBooks Online
- Reconciliation of bank, credit card and loan accounts
- Profit & Loss, Balance Sheet and cash-flow report
- Accounts receivable and payable kept current
- Monthly or quarterly meetings to walk through your numbers
- Secure portal to upload documents and receipts
Nothing stays in “Uncategorized” or “Ask My Accountant.” If something isn't clear, we ask you and document the answer.
