Services

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Virtual Bookkeeping Services

Outsourced Bookkeeping

We provide all necessary bookkeeping tasks to help you focus on what your business needs.  More than just “keeping your books”, we are a financial partner to your business, priding ourselves on knowing our customers and what they specifically need.

Monthly & Quarterly Bookkeeping Includes (but not limited to):

  • Bank account and credit card reconciliation
  • Recording, classifying and posting transactions
  • Adjusting entries
  • Customized Chart of Accounts
  • Preparation and review of financial statements
  • Month-end/Year-end close for your tax preparer

Historical Cleanup/Catchup

Everyone likes a clean slate.  We are here to help you clean up your books so that come tax time you can sleep at night knowing your books are in order.  Peace of mind is everything!

Service Includes:

  • Full diagnostic review of books
  • Bank account and credit card reconciliation
  • Recording, classifying and posting transactions
  • Adjusting entries
  • Preparation and review of financial statements
  • Report of findings with expert recommendations

Consulting Services

Based on your needs we can help with other issues such as:

  • Budgeting & Forecasting
  • Cash Flow Analysis
  • Specialized reporting
  • Ad Hoc Services
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