Bookkeeping Services

  • Transaction Categorization

    Organizing income and expenses for accurate financial records.

  • Bank & Credit Card Reconciliation

    Ensuring your accounts match your records.

  • Payroll Processing

    Ensuring employees and contractors get paid on time.

  • Accounts Payable

    Tracking and paying vendor bills.

  • Accounts Receivable

    Creating invoices and following up on payments.

  • Financial Reporting

    Monthly profit & loss statements, balance sheets, and cash flow reports.

  • Sales Tax Filing

    Preparing and submitting sales tax reports.

  • Clean Up

    Fixing past financial records for businesses that are behind.

  • Tax-Ready Books

    Preparing your financials for tax filing and working with CPAs.

Administrative Services

  • Business Licenses & Management

    Assist with obtaining, renewing, and tracking necessary licenses and permits.

  • Policy & Procedure Documentation

    Develop, document, and update internal policies and standard operating procedures for consistent operations.

  • File Organization & Archiving

    Create a systematic filing system for digital assets, making document retrieval fast and efficient.

  • Compliance & Regulatory Support

    Monitor and manage documentation and deadlines.

  • Social Media & Content Scheduling

    Plan and schedule social media posts and content calendars.

  • CRM & Contact Management

    Maintain and update customer databases to enhance relationship management and communication.

  • Document Preparation & Mangement

    Draft, format, and store essential documents to ensure smooth communication and operations.

  • Website Maintenance & Updates

    Ensure your online presence remains current and secure.

  • Business Branding

    Create and customize branding for your business.