organize your business finances

We provide accurate record keeping for small businesses and help you with the organization of your finances. We will take upon the day to day tasks of bookkeeping so you can focus on your core business. We offer various bookkeeping packages that can benefit your business even if you are a startup or established business. We work with you to customize bookkeeping solutions based on your specific needs and budget.

Maintaining A Clean General Ledger

The general ledger is a record of the financial records. Each transaction must be reflected and balanced using the general ledger.

When something is off here, it impacts all the books.

Monthly maintenance and organization of the ledger is the best way to catch errors and oversights before they cause problems. I will sort every discrepancy and manage the books to keep them accurate.

Balancing Sheets

The balance sheet is the financial statement of a company which includes assets, liabilities, and owners’ equity. The purpose of the balance sheet is to reveal the financial status of a business as of a specific point in time. We can prepare a balance sheet at any time, but it is mostly prepared at the end of the accounting period.

Income Statement

The income statement, also called the profit and loss statement, is a report that shows the income, expenses, and resulting profits or losses of a company during a specific time period. We can prepare an income statement and calculate the net income of a company. The calculation will show you the overall profitability of the company as well as how efficiently the company is at generating profits from total revenues.

Monthly bookkeeping include but are not limited to: 

  • QuickBooks or Xero setup, training and support 

  • Set up and maintain your Chart of Accounts

  • Bank and credit card account reconciliation

  • Bill payment and other banking functions

  • Categorize transactions into proper accounts 

  • Reconcile accounts payable and accounts receivable

  • Issue financial statements to be reviewed in quarterly meetings

  • Close the books on a monthly basis and at year end

  • Provide financial statements to your tax advisor for the creation of tax returns


  • Bookkeeping Startups is a package for entrepreneurs who are ready to start their own business. This package will help you start your business on the right foot and help you stay focused on growing your business. Bookkeeping Startups offers cash flow management, a business budget, monthly bookkeeping and quarterly meetings. It will help you keep track of your business startup costs and manage your business’s cash flow for the short and long term.


  • Bookkeeping Standard is a package for businesses who are looking to organize their business finances and continue to grow their business. Bookkeeping Standard offers monthly bookkeeping and quarterly meetings. It will help you get your books up-to-date and be ready for taxes, loans, or other transactions, for a clear picture of your business’s financial situation.


  • Bookkeeping Plus is an advanced package for established businesses who want to track profit growth, improve cash flow, and focus on strategic planning. Bookkeeping Plus offers cash flow management, a business budget, accounting services, monthly bookkeeping, payroll processing, meals tax filing, sales tax filing, and six meetings within the year. It will help you improve manage your cash inflows and outflows and provide access to your business performance to identify your strengths and weaknesses.