Our Services
Transaction Categorization
Depending on how many transactions you have a month, we can reconcile and categorize your accounts on a weekly, bi-weekly, or monthly basis. This helps you know exactly where you are spending your money, where your revenue is coming from, and keeps you tax-time ready.
Financial Reports
We provide regular financial reports so you know exactly where your business is. We can also go over them with you so you understand exactly what they mean and how to apply that to your business.
Organization
We will help you stay more organized with your business, especially with your receipts and crucial paperwork. This helps provide a clean and clear paper trail for everything you do in your business.
Tax Support
Be prepared for tax season by having everything organized and ready to hand to your CPA so you don’t need to scramble last minute. We can also support you with monthly sales tax filing.
Training
Are you more of a DIY’er who really just wants some help getting set up? We can do that!
Personal Finances
Want help with your personal finances as well? We can help you create a budget and track your personal expenses as well so you can gain control over your money and make it work for you.