Bookkeeping is the process of recording your financial transactions to report how much money you collect and spend in your business.
Bookkeeping is the foundation of your business. Data from your books is used to determine your taxes, create financial reports, and make informed decisions. You need accurate and organized bookkeeping to stay on top of your business.
As long as you're in business, you'll need bookkeeping. Accurate and timely reporting is important from day one.
We set standards by focusing heavily on the meaning of our work and how it impacts our clients. We developed internal programs, training, and policies around timeliness, technical quality and communication in order to deliver the highest value accounting to our clients. We embrace technology, feedback and continuous assessment as part of our company culture in order to tweak how we work with our clients and partners.
We record your transactions weekly and reconcile your books at the same time each month. That way you can stay on top of your income and expense trends to make timely, informed decisions.
We strive to deliver value and emphasize communication, timeliness, and quality. We help hold you accountable by calling your attention to any open work or red flags.
We plan regular meetings to talk numbers. We help you understand what they mean, how they connect to your business, and why they are important so you stay in the know when it comes to financial health
You sell things at a physical location or online
You develop and sell technology and software
You take care of people's food, lodging and travels
You offer your experience to people and businesses
Together, we identify the work our team can easily take off your plate.
We record the money you collect and spend
We manage your financial activities and reporting
We support you with your day-to-day requirements
We design financial forecasting and metrics
We jump in as needed for deep dives, one-time projects and planning
Custom packages starting at
Accounting is the backbone of your business. Everything from your operational culture to your relationships with customers, vendors, and employees is impacted by the functions of accounting. Our team of professional accountants provides you with complete and scalable accounting so you can measure your success, identify different levers of your business, and plan for the future. Here are some of the things we can do with you.
We track and file the local and state taxes required to keep your doors open.
We clean data from CSV format and import it into Quickbooks or Xero.
We review your revenue against your POS system and record merchant fees and sales tax.
We bring your chart of accounts up to a professional standard by removing duplication and polishing naming conventions to help track your profitability.
We track and ensure proper recording of owner's contribution and distribution against the equity line on the balance sheet.
We review all money collected and spent via your bank account and credit cards and categorize them accordingly in order to produce financial reports.
We double check all recorded income and expenses in the general ledger against your bank accounts and statements to prevent discrepancies in your numbers.
We review all institutional statements (including bank, credit cards, and loans) in order to reconcile what is recorded in your books against your actuals.
We connect your bank account directly to your accounting software. Each time you make a sale or pay a bill, it will be automatically recorded in your books.