Bookkeeping Services

Setup

Initial setup of online accounting software file - either QuickBooks Online or Wave Accounting depending on client needs

Cleanup and Catchup

Import missing transactions and make sure all bank and credit card accounts are connected to accounting software

Clear all bank feeds and Categorize all income and expense transactions

Reconcile all bank, credit card, and loan accounts

Clean up and Update Chart of Accounts - Remove old balances from Balance Sheet accounts

Keep Up

Ongoing Monthly Bookkeeping to keep accounting software and reports up to date

Training and Consulting

As-needed training and consulting for clients who do their own books but have some occasional questions.