Services

We offer a range of specialized services tailored to meet your individual needs. Our approach is focused on understanding and responding to what you require, providing effective and practical solutions.

Ledger Refresh

We’ll thoroughly review your records, clean up discrepancies, and ensure everything is accurate—so you can move forward with confidence.

Ledger Launch

Starting your business? We’ll set up QuickBooks for success with a customized chart of accounts and your first account reconciliations.

Ledger Essentials

Stay on top of your finances with consistent, reliable support. Includes:

  • Day-to-day transaction tracking
  • Income & expense categorization
  • Account reconciliation
  • Invoicing
  • Accounts payable & receivable
  • Full financial statements

Ledger Pro

Everything in Ledger Essentials, plus:

  • Bill pay services
  • Monitoring receivables
  • Creating invoices

Payroll Kickoff

Set up your payroll system the right way with payroll software configuration, payroll tax registration, and employee/contractor onboarding.

Payroll Pro

Ongoing payroll support to keep everything accurate and compliant, including payroll review, processing, and payroll tax filing.