Helping you reclaim your time and peace of mind while increasing your bottom line.
Services
Dependable solutions. Peace of mind. Profit clarity.
All services are available remotely, nationwide.
Foundational Bookkeeping
✓ Monthly Transaction Management
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Accurate categorization and entry of income and expenses saves you 5-10+ hours per month.
✓ Bank & Credit Card Reconciliations
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Ensure your accounts match your statements, potentially saving your business hundreds annually.
✓ Accounts Payable & Receivable
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Manage what’s owed and what’s due, improving cash flow and reducing late fees or missed income, increasing net profit potential.
QuickBooks Optimization
✓ QuickBooks Setup
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Professional configuration of your Chart of Accounts, forms, and preferences lays the foundation for accurate tracking, saving thousands in potential reporting errors.
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✓ QuickBooks Cleanup
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Fix errors, reconcile past months, and tie to your most recent tax return saves hundreds to thousands by correcting tax-impacting mistakes and preventing rework at year-end.
✓ Data Migration
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Move smoothly from spreadsheets or other software to QuickBooks Online or Desktop saves 10–20+ hours and reduces risk of data loss or manual entry errors.
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Financial Clarity Services
✓ Monthly/Quarterly Financial Reports
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Clear Profit & Loss, Balance Sheet, and Cash Flow Statements empowers informed decisions for your peace of mind and can reveal hidden cost savings.
✓ Period-End Closings
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Reconcile and close your books for month-end, quarter-end, or year-end ensures accuracy for tax filing and financial planning.
✓ 1099 Preparation
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Organize, prepare, and file contractor tax forms with ease saves 5–10 hours during tax season.
Growth-Focused Add-Ons
✓ Catch-Up Bookkeeping
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Bring your books current—whether you're months or years behind, saves 20–60+ hours of your precious time and helps you regain financial control.
✓ Budget & Cash Flow Insights
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Track key metrics and plan ahead with confidence improves financial decision-making and helps uncover savings opportunities.
✓ Advisory Support
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Custom reporting and strategic insights tailored to your goals give you CFO-level insights designed to drive profit growth and reduce financial stress.
Experience the calm of clear books and confident decisions — By The Book.
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