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Services

We offer customized bookkeeping services - accommodating our services to fit your business needs.

Services can range from assuming all aspects of your bookkeeping needs or only taking over specified areas. We strive to provide services that help implement and maintain a consistent financial process and create a more organized tracking, paying, and reporting system for your company. If you would like more information, please contact us and we will be happy to answer all of your questions.

 

  • Record all transactions 

  • Bank Reconciliation

  • Accounts payable

  • Accounts receivable

  • Customer invoicing

  • Set up new customers/vendors

  • Reporting

  • Payroll

  • Accounting categories/codes

  • Create and receive Internal purchase orders

  • Pre-collections for past due customers

  • Expense tracking and reporting

  • Sales tracking and reporting

  • Inventory management and adjustments

  • Staff training

  • “Catch-up” accounting

  • Assist with tax filings

  • Bilingual (English & Spanish)

Application Experience Includes:

We also have experience with the following systems and applications. Please contact us if you have questions about any of these or don't see a system or application listed.

  • Quickbooks

  • Xero

  • Cin7

  • Microsoft Windows

  • Mac

  • Word

  • Excel

  • Pages

  • Numbers

  • Google Docs/Sheets etc.

  • Adobe

  • Skype

  • Zoom

  • Microsoft teams

  • Asana

  • Virtual Terminal 

  • bill.com

Office Setup

Let's Work Together

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