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Quality Promise 

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

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. 

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.

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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