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Services

Online Bookkeeping

Online Bookkeeping

Success starts when you take charge of your books.

Online Bookkeeping

Your bookkeeping database is crucial to producing accurate financial reports.  Financial reports support your federal and state tax returns and are necessary for other essential reporting requirements such as bank loan applications, audits, and most importantly, management decisions.     

Our bookkeeping service includes:

  • Setup – We will set up your chart of accounts, connecting your banks and credit cards, and assist you with the bookkeeping basics.
  • Monthly – On a monthly basis, we will categorize your transactions and reconcile your accounts. 
  • Close – At the end of each month, we will prepare and send to you, key financial reports including the Profit & Loss and the Balance Sheet
  • Review and Analysis – During your monthly scheduled appointment, we will review your financial reports and answer questions you may have concerning your books.

Bookkeeping services are transactional based and generally happen after the fact, (during the following month).  Our service does  not include sending invoices, paying bills, managing inventory, accounts receivables, or accounts payable, or managing payroll and sending 1099s.  Additionally, bookkeeping services do not include tax advice, tax preparation, or financial advisory. These services are available under a separate engagement. 

We also offer Cleanup, QBO Oversight, and QuickBooks Desktop Migration Services.

If you would like to receive more information about our bookkeeping services, please call us at (713) 635-9630 or contact us.