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Bookkeeping Services Offered


Financial Services 

  • Input all transactions for bank accounts and/or credit card accounts
  • Reconcile bank accounts and/or credit card accounts
  • Make any adjusting entries needed
  • Calculate/prepare monthly or quarterly sales tax
  • Provide Balance Sheet, Profit & Loss and any other reports needed

Accounts Payable

  • Maintain vendor records
  • Enter bills into QuickBooks
  • Prepare checks or pay through online bill pay
  • Prepare Form 1099-Misc at year end

Accounts Receivable 

  • Maintain customer records
  • Enter invoices to be emailed/mail invoices and statements
  • Process statements to be emailed and/or mailed
  • Process sales tax return

Year End Bookkeeping

  • Enter all transactions for the year
  • Reconcile all bank and credit card accounts
  • Make all general journal entries
  • Provide reports needed for your tax preparer

New Company Set Ups/Clean Ups 

  • Create QuickBooks account
  • Set up cloud hosting if needed
  • Create chart of accounts
  • Provide on site training for company owners/operators
  • Provide weekly, monthly or quarterly bookkeeping