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Bookkeeping

We keep your books current in QuickBooks Online and hand you financial statements you can act on — in English or Spanish, whichever you prefer to work in.

What you get

• Bank and credit card accounts reconciled in QuickBooks Online.
• Transactions categorized consistently, so your reports mean the same thing quarter to quarter.
• A profit and loss statement and balance sheet each quarter, delivered around the 10th after the quarter closes.
• Annual reports, ready for your tax filing.
• A bilingual point of contact who will actually explain what the numbers are telling you.

How it works

1. We talk through your business, your accounts and the shape of your transactions.
2. You connect your bank and credit card accounts to QuickBooks Online.
3. We reconcile and categorize as the quarter runs, and ask you about anything we cannot place — that back-and-forth is the part that keeps the books honest.
4. At quarter close, you get your statements and we walk through them together.

Who it is for

Any small business that wants its books handled properly — construction firms, contractors and trades, and equally retail, restaurants, professional services and owner-operators. If you are behind rather than current, start with cleanup and catch-up and move onto ongoing bookkeeping from there.

Good to know

We work in QuickBooks Online. If you are on QuickBooks Desktop or another system, tell us during the consult and we will talk through what moving over involves.

Other services:PayrollCleanup & Catch-upTaxesAdvisory