A bookkeeper helps track and organize your business’s financial transactions. This includes recording income and expenses, reconciling bank accounts, managing accounts payable and receivable, and ensuring your books are up to date for tax filing and financial reporting.

Bookkeeping focuses on the daily recording of financial transactions, while accounting involves analyzing, interpreting, and summarizing that financial data. Accountants often use the information provided by bookkeepers to prepare tax returns, financial statements, and provide strategic advice.

We offer monthly bookkeeping, payroll services, sales tax filings, bank reconciliations, financial reporting, QBO setup and training, certified payroll reporting, AIA billing, and support with insurance audits and property tax returns.

Yes. A bookkeeper keeps your day-to-day finances in order so your accountant can focus on strategic planning, financial analysis, and tax preparation using clean, accurate records.

Absolutely. We’re happy to collaborate with your accountant or CPA to ensure they have everything needed for year-end tax filings and financial planning.

We primarily use QuickBooks Online (QBO) for bookkeeping and offer setup, training, and support for it. We also work with payroll systems like Gusto, ADP, and others based on client needs.

Yes! Whether you're behind a few months or haven't touched your books in a year, we offer cleanup and catch-up bookkeeping to get you current and organized.

We provide a secure client portal where you can safely and conveniently upload bank statements, receipts, invoices, and other documents.

Our services are primarily remote, allowing us to work efficiently with clients regardless of their location. However, we also offer on-site meetings or visits when needed, and you are always welcome to meet with us in our office for personalized support.

Pricing varies depending on the size and complexity of your business, as well as the specific services required. We provide customized quotes tailored to your unique needs to ensure you receive the best value.