Bookkeeping Services

QuickBooks Online is my accounting platform of choice. It is the clear cut industry leader and is robust enough to handle 100% of the accounting needs of virtually all small businesses. It allows for integration with a multitude of apps (e.g., time tracking, expense reporting, online bill pay, etc.) that provide for a more efficient accounting system, which increases accuracy and saves a tremendous amount of time and money.

Bookkeeping and accounting services include:

  • Bookkeeping Set-Up & Migration

  • System Integrations (e.g., CRM’s, expense receipts, time tracking, payroll and job management tools like JobTread)

  • Monthly & Catch-up Bookkeeping

  • Job Costing & Project Profitability

  • Expense Transaction Coding

  • Bank, Credit Card & Loan Reconciliation

  • Accounts Receivable

  • Accounts Payable

  • Payroll processing and tax filing

  • Inventory tracking

  • Fixed asset management

  • Sales tax filing

  • Monthly/Quarterly Financial Reports (e.g., P&L, Balance Sheet, Cash Flow)

  • 1099 filings