Accounting & QuickBooks

What problem brings someone here?

We often work with newly formed businesses and small businesses whose owners do not understand the accounting side of their business.

How can we help?

We review the business formation documents, bookkeeping, payroll and goals, and discuss how the owners are currently handling their bookkeeping. We either start their bookkeeping and handle it in our office, or set up a monthly, quarterly or annual review of their bookkeeping platform. We assist with setting up payroll and can run after-the-fact payroll or live payroll.

For clients who use QuickBooks Online, we assist with cleaning up their records and, if needed, can handle their monthly bank and credit card reconciliations. Once the initial books are under control, we start the planning stage to assist in the long-term growth of the company.

What should you expect?

Clients provide us with formation documents, bank statements, credit card statements, the check register and payroll information so we can start their bookkeeping or review their bookkeeping records. We provide them with financial reports and the tax returns filed.

We work with all types of clients, from small to mid-size businesses. We can handle their bookkeeping in our office, or help clients do their own bookkeeping by providing regular guidance and limited training.

How do I get started?

1. Tell us what you need. Complete a short consultation request. Do not upload tax returns, Social Security numbers or other sensitive financial information through the website.
2. We review the request. Our team reviews the general nature of the work and determines the appropriate person and next step.
3. We talk. We will arrange a phone, video or office consultation when appropriate so we can better understand your situation.
4. Securely provide information. If we move forward, we will provide instructions for securely sharing the documents and information needed for the engagement.