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Accounting & Bookkeeping

Clean monthly books in QuickBooks Online, reconciled to the bank, with financial statements delivered on a fixed schedule so tax season is a formality.

What is included

  • Monthly or quarterly bookkeeping and bank reconciliation
  • Profit and loss, balance sheet and cash-flow statements
  • Catch-up and clean-up of prior years
  • Sales tax filings and 1099 preparation

Books you can make decisions with

We reconcile every account each month, categorize transactions consistently and deliver a profit and loss statement, balance sheet and cash-flow summary you can actually read. Questions about a number get answered by the person who booked it.

Catch-up and clean-up

Behind by a quarter, or by three years? We rebuild the books from bank and card statements, reconcile them and hand you a clean starting point, then keep it clean.

Built for tax season

Because your CPA and your bookkeeper are the same firm, year-end adjustments are made once and the return is prepared from books we already trust.

Tell us your situation. We will tell you the fee.

A few short questions, a written quote within one business day, and a free 30-minute consultation if you would rather talk it through first.

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