Services we offer

Accounts Payable & Sales Tax

Input vendor bills, matching monthly statements, vendor payments. Aging Reporting. Monthly or Quarterly Sales Tax filing. 

Accounts Receivable

Customer invoicing, customer follow up. Open balance reporting.

Books Clean Up

Organize your past books and get you current. We will work with your accountant to get you up to date.

Reconciliation

Monthly reconciliation of bank accounts and credit card accounts. Add on Receipt management

Payroll

Timecard entry, pay check calculation, payroll journal entries, 1099 filing.​

Consulting

A general review of your current set up. Advice on how to streamline current processes in the accounting department and general office tasks. ​

Clients we work with

Construction

Bookkeeping for General Contractors, Roofing Contractor, Painting Contractor, Landscape Contractor, Plumber, Electrician, Masonry, Framing, Handyman.

Retail, Warehouse & Suppliers

Bookkeeping for retail storefronts, online storefronts, warehouse and material suppliers.

 

Service Based​

Bookkeeping for services such as Lighting Designers, Home interior designers,  Real Estate, Personal Training, Graphic Design, Tutoring, IT Services, Insurance, Home Cleaning, Catering and more.

The values we live by

Confidentiality

You can count on us to keep your business, your business.

Accuracy

Maintaining accurate books effects your bottom line.

Responsibility

Ensuring the quality and completeness of our work

Integrity

Completing work honestly, diligently, and to a high standard.

Do I need a Bookkeeper if I have an Accountant?
AND
Do I need an Accountant if I have a Bookkeeper?

BOOKKEEPER

BOOKKEEPER

A bookkeeper is responsible for maintaining accurate financial records, such as recording and verifying daily financial data. They ensure financial reports are accurate and summarize information for the accountant, as well as the business owners and stakeholders.

ACCOUNTANT

ACCOUNTANT

An accountant uses the reports and information provided by the bookkeeper to analyze, interpret, and evaluate the financial health of a business. This financial analysis enables the business to make informed data-driven decisions. Accountants typically have a degree and/or certifications to provide financial and tax advice.