Organize Your Finances 

  • Gather all documentation.

  • Setup Tasks, Projects & Checklists

  • Create systems and schedules that would help automate the processes and would make the most sense for the business

  • Customize the Accounts within the Bookkeeping System

  • Build Industry-Specific Financial Reporting system

Monthly Bookkeeping 

  • Timely posting of all business transactions

  • Job costing

  • Monthly custom reports preparation

  • Monthly reconciliations

  • Monthly Financial Reports Preparation

  • Monthly/Quarterly video meetings to discuss business reports and performance.

  • Developing strategies on how to save money and put more money into your pocket

Additional Services

  • Payroll

  • Invoicing (Accounts Receivable)

  • Billing (Accounts Payable)

  • Integration with the Project Management Software of your choice

  • Historical clean-up or catch-up

  • Quickbooks Online set up and training

  • Budgeting


Every business is unique and has different needs. During our phone conversation, we will discuss the challenges you are facing, the goals you have set up and the systems that will be helpful for you. Fixed monthly rates based on value pricing.