Step 1 - Kickoff Consult
short meeting + intake to scope accurately.
Step 2 - Clean & configure
fix what’s messy, set rules, align reports.
Step 3 - Monthly rhythm
reconcile, review, and share tidy reports.
Step 4 - Tax time, calm
books are ready; file with confidence.
Services
Monthly Bookkeeping
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Bank/credit reconciliations
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Categorization & rules
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Receipt workflow (paperless)
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Monthly P&L & balance sheet
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Quarter-end checkups
Best for: service businesses that want hands-off accuracy.
Catch-Up & Cleanup
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Fix duplicates & misposts
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Re-map chart of accounts
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Reconcile by month
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Sales tax & payroll review
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Prep for tax filing
Best for: behind on books or switching tools.
QuickBooks Setup
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COA built for your model
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Bank feeds + rules
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Receipt capture & automations
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Report templates & training
Best for: new files or migrations from spreadsheets.
Small-Business Tax
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Year-end close & adjustments
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Business returns (LLC, S-Corp, C-Corp, Partnership)
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Quarterly estimates & reminders
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Coordination with payroll & sales tax
Best for: owners who want no April surprises.