What We Do
Our Services
Whether you're a small business owner or an individual looking to get your finances in order, we have the expertise to help you move forward with confidence.
Professional Bookkeeping Services Using QuickBooks Online
Daily money managers offer services to ensure the day-to-day finances are taken care of, leaving you with a sense of relief. Life is busy at times no matter who you are — whether you are a retired senior, single parent, busy executive, or a small business, we can all use assistance at times.
Keeping a close watch on your daily income and expenses is extremely important and key to a secure future. As personal financial matters become more complicated, finding the time to focus on those tasks may become overwhelming. We can take the stress away, so you can enjoy what really matters.
Business Services
- Professional Bookkeeping Services
- Online QuickBooks
- Pay Monthly Bills
- Account Clean-Up
- Monthly AR/AP Processing
- Account Reconciliation — Checking/Credit Cards
- Set Up Business Systems & Processes
- Prep Documents for your Tax Advisor
Personal / Home Services
- Online Money Management
- Reconciling Checking Accounts
- Reconciling Credit Card Accounts
- Budgeting
- Assess Medical Bills
- Organize Tax Documents
- File Organization
Organizer
It can take many attempts to get the system and processes in place that work for you. What we've learned over the years is that nothing is set in stone — if you don't like how something is working, change it up.
Organizing has always been exciting to us! If you need assistance in getting your space in order, let's dive in. Many times all it takes is having another person by your side — your Accountability Partner.
Service Fees
Service fees will vary depending on your needs and time involved for each individual situation. Starting at $60/hour, then transitioning to monthly pricing as we build your plan and decide on the bookkeeping and accounting solutions needed.
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