Bank Reconciliations

Reconciling your business account records with your bank statements can be a time-consuming and challenging process for busy small business owners, and we want to help you take back your time by reconciling your accounts for you! When you take advantage of our bank reconciliation service, we will categorize expenses and sales for your business and provide regular expense check-ins, so you always know exactly where your money is going! 

Financial Reports

When tax season comes around, the IRS may request a financial report from your small business. As your bookkeeper, we will prepare detailed financial reports and provide the necessary documentation to support them. For your reports, we offer a one-on-one consultation to set up expectations and workflows to ensure getting the information we need is as convenient as possible for your small business! Included in this service is a 30-minute report walkthrough, so you understand the contents and purpose of each financial report. 

Invoicing

To help small business owners focus on providing better products and services for their customers, our team offers invoicing services. We will generate new invoices for clients and ensure they are sent regularly for prompt payment. Once sales are confirmed, we will categorize them for you to help keep your bookkeeping clean and organized. 

Expense Convenience

Every small business has regularly occurring bills and expenses to pay. We can help take the hassle out of ensuring these payments are made on time by automating them for you! Whether it’s paying the building lease or ordering a regular supply of materials, our team will take over the process of paying regular business bills and expenses on time, so you can focus on providing clients the high-quality service they deserve! 

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