Book a Free Consultation

Hand over the day-to-day work, get support for your in-house bookkeeper, or bring overdue records up to date.

Day-to-day bookkeeping and monthly financials.

  • Customer invoicing
  • Classifying transactions
  • Accounts payable
  • Bank and liability reconciliations
  • Journal entries
  • Project management
  • Monthly financials with custom key performance indicators (KPIs)
  • Coordination with your preferred CPA

Review and support for your in-house bookkeeper.

  • Review of your in-house bookkeeper’s work
  • Checking transaction classifications
  • Accounts payable and receivable analysis
  • Monthly support and notification of anomalies
  • Monthly financial reports with KPIs
  • Virtual help: one weekly 15-minute meeting or one one-hour meeting

Help getting overdue or disorganized records back in order.

  • Bring bank and liability reconciliations up to date
  • Correct general-ledger accounts and reclassify entries where needed
  • Address other bookkeeping issues to bring records in line with GAAP standards

Bring your financial reports, budgeting, and forecasting into one conversation about your business.

  • A financial dashboard
  • Comprehensive financial reports each month
  • Budgeting
  • Forecasting
  • A monthly financial overview meeting
Discuss CFO Services
Bookkeeping Reports

Add budgeting or payroll support alongside your bookkeeping.

  • An initial budgeting consultation of 1–2 hours
  • Budget setup
  • A monthly budget financial dashboard
  • Payroll processing on your preferred schedule
  • Review of transaction classifications

Get one-on-one help from Jaime, a certified QuickBooks Advanced ProAdvisor. Bring a setup question, a chart-of-accounts task, or a specific issue you’d like to troubleshoot.

Book QuickBooks Help

Tell us what’s working, what’s overdue, and where you could use support. We’ll help you find the right place to begin.