Financial support for the day-to-day and the bigger picture.
Bookkeeping Cleanup & Catch-Up
Review, correct, organize, and reconcile prior-period transactions and accounts.
Transaction Categorization
Accurate classification of bank and credit card activity based on the nature of each transaction.
Bank & Credit Card Reconciliations
Monthly or catch-up reconciliations to align accounting records with financial statements.
Monthly Close Support
Structured month-end review to help keep books current and reporting ready.
Accounts Payable / Receivable Support
Vendor, customer, aging, and transaction support to improve visibility over amounts owed and due.
QuickBooks Online Setup
Company setup, chart of accounts organization, bank-feed configuration, and workflow guidance.
KPI Dashboards
Management indicators that help track performance and identify areas requiring attention.
General Ledger Review
Identify unusual balances, duplicate entries, miscategorizations, and accounts requiring correction.
Financial Statements
Profit & Loss, Balance Sheet, and cash-flow-oriented reporting for management use.
Vendor Cleanup & 1099 Support
Vendor record organization and bookkeeping support for year-end contractor reporting workflows.
Payroll Operation Support
Payroll-related bookkeeping, record organization, and operational support.
Budgeting & Financial Modeling
Budget support, projections, scenario analysis, and decision-support models.
