A clean set of books, every month.
Accurate monthly books are the foundation for everything else: financials you can steer by, better decisions, and tax returns that aren’t rebuilt in March.
If you only look at your books when the accountant asks, they’re not working for you.
We keep the books current on a schedule that fits your volume, monthly or weekly, and every month’s work is reviewed before it reaches you. You get financial statements you can actually use, on time, and someone to call who already knows the numbers.
What’s included
- Monthly or weekly bookkeeping, sized to your transaction volume
- Bank and credit card reconciliations
- Accounts payable and receivable
- Sales tax
- Monthly financial statements and custom reports
- QuickBooks setup, cleanup and training, Desktop and Online
- Payroll through our partner, Priority One Payroll, coordinated with your books
Reviewed, every month
Two sets of eyes on your numbers.
Renée Gerard-Reinhart, Partner and Director of Accounting, reviews every client’s monthly work. If something looks off, we catch it that month, not at year-end.
Meet the team →Let’s talk about your business.
A first conversation costs nothing and commits you to nothing.