352-537-8413
Does This Sound Familiar?
Do any of these sound familiar?
⏱️ Wasting hours every week trying to categorize transactions in QuickBooks?
📦 Dreading tax season because you have a "shoebox" of messy receipts?
❓ Unsure if you were actually profitable last month?
🏦 Making decisions based on your bank balance instead of a real P&L?
We clean up the chaos and give you the clear, accurate financial data you need to make smart decisions.
Our Bookkeeping Services: Clean Books, Clear Reports
1. Bookkeeping Cleanup
Get a fresh, accurate start. We'll fix your messy books. .
➡️ Reconciling past accounts
➡️ Correcting uncategorized transactions
➡️ Fixing errors from previous years
➡️ Setting up a clean Chart of Accounts
➡️ Prepping your books for tax filing
2. Monthly Management
Your ongoing, hands-free bookkeeping solution. .
➡️ Monthly bank & credit card reconciliation
➡️ Transaction categorizing
➡️ 1099 & payroll management
➡️ QuickBooks & Xero platform experts
➡️ Direct coordination with your CPA
3. Financial
Reporting
The clarity you need to make smart decisions. .
➡️ Monthly Profit & Loss (P&L)
➡️ Monthly Balance Sheet
➡️ Cash flow statements
➡️ Clean, tax-ready financial reports
➡️ We explain what the numbers mean!
Our 3-Step Bookkeeping Process
We can handle all your accounting needs from simple to very complex.
1. Discovery &
Setup
- Discovery Calls with your team (1-2 weeks).
- Obtain passwords and logins to your systems, banks and credit cards.
- Develop and present plan of attack.
2. Weekly Update/ Monthly Close
- We work every week on booking and reconciling transacitons.
- If you need intra-month, urgent reporting, we can do it.
- We close monthly with final reconciliations to your bank statements.
3. You Get
Clarity
We deliver your simple, easy-to-read reports. You get a clean P&L and Balance Sheet, so you always know your numbers.