Perfect for small and mid-sized businesses that value dependable, ongoing support. Whether it’s maintaining accurate records, reconciling accounts, or delivering regular financial insights, we provide consistent services tailored to your needs, keeping your finances organized and your business ready for growth.

One-Time Engagements

Designed for small and mid-sized businesses that need quick, reliable support without ongoing commitments. Whether it’s resolving a specific issue, preparing for an important milestone, or setting up systems for smoother operations, we provide focused solutions to help keep your business moving forward.

Our Services

Comprehensive accounting solutions for small and mid-sized businesses.

Recurring Engagements

• Monthly bookkeeping and reconciliations

• Weekly transaction posting

• Quarterly financial statement preparation

• Payroll processing and reporting

• Accounts payable management

• Accounts receivable tracking

• Expense categorization in QuickBooks or Xero

• Bank and credit card reconciliations

• Sales tax tracking and filings

• Cash flow monitoring

• Budgeting and forecasting updates

• Inventory tracking and reporting

• Management reports generated in QuickBooks/Xero

• Regular financial reviews with insights

• Continuous support for compliance and audits

• Initial QuickBooks or Xero setup

• Migration from spreadsheets to QuickBooks or Xero

• Migration from QuickBooks to Xero (or vice versa)

• Customizing chart of accounts

• Catch-up bookkeeping for prior months or years

• Data clean-up in QuickBooks/Xero

• Correcting duplicate or miscategorized transactions

• Reconciling unreconciled accounts

• Fixing opening balances

• Reviewing payroll setup in QuickBooks/Xero

• Preparing financials for a tax filing deadline

• One-time QuickBooks/Xero training for staff

• Setting up bank feeds and rules

• Creating custom financial reports in QuickBooks/Xero

• Troubleshooting technical or integration issues