
Using a checklist created in collaboration with our CPA partner, we’ll guide you through essential tasks to set up your business finances. This ensures your business finances are separate from personal ones and sets a solid foundation for financial management.

We’ll set up your QuickBooks account, ensuring accurate tracking of income and expenses with appropriate categories for streamlined financial management.

We handle your monthly bookkeeping by entering transactions from your bank accounts and credit cards, categorizing them correctly, and reconciling your accounts to ensure accuracy.

Receive monthly Profit & Loss Statements, Balance Sheet Summaries, and any other reports you need. At year-end, you’ll have a complete set of financial reports ready for your CPA to file taxes.
Connect with us to meet the team and explore solutions for your business. Let’s discuss how we can help you grow and succeed!