What We Do
Three ways we serve
your business
Whether you're years behind or just getting started, we meet you exactly where you are.
01
Cleanup & Catch-Up
Months or years behind? We've seen worse. We start from the beginning and get every account reconciled, every transaction categorized, every report ready.
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QuickBooks Online setup & cleanup
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Bank & credit card reconciliation
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Transaction categorization
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Financial report preparation
02
Monthly Maintenance
Clean books delivered every month like clockwork. You run your business. We handle everything behind the numbers.
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Monthly reconciliation
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P&L and balance sheet reporting
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Ongoing transaction management
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CPA-ready year-end package
03
QuickBooks Setup
Starting fresh or migrating from another platform? We build your QuickBooks file correctly from day one so you never have to undo bad habits.
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New file setup & chart of accounts
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Platform migration (Wave, Xero, Desktop)
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Team training & handoff
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ProAdvisor certified support
Commit your work to the Lord and your plans will be established. Proverbs 16:3
A Note from the Owner:
We have a passion for helping individuals and small business owners with all things accounting. You can feel confident that you are in good hands knowing we have the skill set and over 20 years professional experience necessary to dive deep into even the messiest bookkeeping world. Look forward to working with an upbeat and motivated team with excellent customer service! I envision an exciting future for this firm and the growth of yours.
-Celia Valenzuela, CB
