Quality Promise 

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We value our clients and strive to give quality bookkeeping services.

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In the cleanup/setup phase, we help you set up your chart of accounts, connect your banks, and complete important information in your book setup that will assist you for tax season. 

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As part of our monthly bookkeeping, we categorize your transactions and reconcile your asset and liability accounts.  We do a thorough review of all balance sheet accounts and assist with maintaining liability and asset accounts.

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Every month we close and generate monthly financial reports, and we schedule a call to meet with you and discuss your current financial position. We then send you PDF copies of key financial reports, including your profit and loss statement and balance sheet.

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