Ways We can Serve You
Your dream Financial Destination Starts Here
Bookkeeping
Bookkeeping services include:
- Recording, classifying, and posting transactions
- Reconciling account balances
- Financial statement preparation
- Customized chart of accounts
- Adjusting entries
- Year-end financials for your tax preparer
Optional Controller Services Include:
- Accounts receivable management and invoicing
- Accounts payable management and bill pay
- Budgeting
- Job Costing
- Class tracking (to track profitability by department or product/service)
- Location tracking (to track profitability by location)
- Other customized services based on your business’ needs
Quickbooks Online Setup and training
Historical Clean Up
We will work with you to get your books cleaned up, caught up, and ready to file so you can avoid overpaying in taxes.
Personal Finance / Budgeting
Personalized Financial Plan
We will work with you to determine your dream financial goals in order to create and implement a personalized system for your finances to achieve more abundance.
Accountability
We will track progress and make adjustments when necessary for continued movement to your dream financial destination through 1 on 1 guidance.
Daily Money Management
Take stress off your shoulders and free up time by utilizing our daily money management services
Daily Money Management Services Include:
- Bill paying service management
- Expense & budget tracking
- Checkbook balancing
- Savings goal management
- Tax organization
- Banking services
- Professional services coordination