Monthly Bookkeeping

  • Transaction categorization

  • Bank and credit-card reconciliations

  • Accounts payable and receivable support

  • Monthly financial statements

  • Year-end preparation for your tax professional

Financial Oversight for Growing Businesses

  • Payroll review and reconciliation

  • Budgeting and cash-flow reporting

  • Customized management reports

  • Accounting workflow improvement

  • Fractional controller support

Construction Bookkeeping

  • Job-cost tracking

  • Project profitability reporting

  • Contractor and vendor expense organization

  • Budget-to-actual reporting

  • Cash-flow visibility

  • Financial performance reviews

QuickBooks Cleanup and Catch-Up

  • Historical transaction cleanup

  • Reconciliation corrections

  • Chart-of-accounts review

  • QuickBooks setup and organization

  • Preparation for ongoing monthly bookkeeping

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