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SERVICES WE OFFER

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  • QuickBooks Setup
    ​We set up your QuickBooks Online and properly set up your COAs, so your numbers are correct from the beginning.
     

  • QuickBooks Cleanup
    ​​If your QuickBooks Online or QuickBooks Desktop has become disorganized over time - accounts aren't balancing, reconciling has not been done, and it's become overwhelming - don't stress! We can help!
     

  • Ongoing Bookkeeping​​

  • Daily
    – Bookkeeping
    – Regular reporting
    – Books cleanup and organizing

  • Monthly
    – Bank reconciliations
    – Credit card reconciliations

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  • Business Tax Filing​
    Do you know what tax licenses you will need to run your business legally in your county or city? We can help you with that.
     

  • Company Name Search / EIN Registration
    We make sure the name you want to register is available in the state you're registering in. We then register it for you, file for your EIN # and help you get the local tax licenses you need to operate.​
     

  • Commercial Insurance Consulting
    Taking care of your business extends beyond bookkeeping. We also offer consulting services to make sure you have the right coverage and protection for your business. 
     

  • Retirement Consulting
    It’s never too early to start thinking about retirement. We're here to help!

Getting Started is as easy as 1-2-3

━ 1 ━

Deep Dive

We'll take the time to meet with you and discuss your unique business, where you stand and what you need.

━ 2 ━

Guidance

We’ll help you figure out the tools you and your business needs to be profitable and sustainable.

━ 3 ━
Action

Together, we take action to make your business more profitable and in turn, giving you more peace of mind.

Are you stressed and worried about your bookkeeping?

We can help you get everything set up correctly so you can have peace of mind.
We’ll help you see what is going on with your business, in real time.

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