top of page
Tailored Support.png

TAILORED SUPPORT

Your needs are as unique as your business! Explore our menu of ad hoc services to discover how we can best serve you!

EXPLORE OUR AD HOC SERVICES

Flexible, professional accounting support, only when you need it.
​
We offer one-time and project based services to support your business through transitions, challenges, or unexpected needs. Ideal for business owners who handle day-to-day operations but need occasional expert intervention.

ACCOUNT RECONCILIATION

Restore clarity. Regain control

 

We'll reconcile your bank, credit card, or loan accounts to identify discrepancies and restore accuracy, so you always know where your money stands.​​

​

  • Monthly bank & credit card account reconciliation

​

  • Identification and correction of discrepancies

​

  • Matching transactions to supporting documentation

​

  • Cleanup of uncleared or outdated entries

​

  • Reconciliation report summaries 

​

  • QuickBooks support (as needed)

​

  • Email support plus monthly review check-in

 

YEAR-END BOOKKEEPING REVIEW

Close the year strong with clean, compliant books. 

 

Close the year strong with clean, compliant books. We'll review your books, correct errors, and ensure everything is tax ready.

​

  • Full review of income/expense categorization

​

  • Reconciliation of bank, credit card, and loans accounts

​

  • Cleanup of duplicate, or misclassified transactions

​

  • Balance sheet and P&L review

​

  • Adjustments for tax-readiness

​

  • Financial summary reports

​

  • Up to 1 hour advisory/tax prep coordination

 

ACCOUNTING CONSULTATIONS

Strategic insight for smart financial decisions​.

 

Book a 30 - 60 minute session for expert guidance on bookkeeping systems, planning, or best practices.

 

  • 1:1 virtual consultations

​

  • Customized insights and recommendations

​

  • Review of current systems 

​

  • Guidance on budgeting, forecasting, or compliance

​

  • Support with tax prep, planning, or cleanup

​

  • Email support between sessions​

​

  • Session recap and action step 

 

 

 

 

Schedule your FREE call today to discover if these services are right for you!

TRANSACTION REVIEW & RECLASSIFICATION

Clean, accurate books, down to every detail. 

 

We'll reclassify miscategorized income and expenses and align entries with accounting best practices. â€‹

​

  • Full review of categorized transactions

​

  • Reclassification of errors

​

  • Adjustment for accuracy

​

  • Cleanup of outdated or duplicate entries

​

  • Summary report of updates 

​

  • QuickBooks support

​

  • Optional recap call

 

FINANCIAL STATEMENT PREPARATION

Professional reports that tell the true story of your business. 

 

Ideal for loan applications, investor meetings, or board presentations.​

​

  • Monthly, quarterly, or year-end statements (Balance Sheet, P&L, Cash Flow)

​

  • Review and formatting for clarity

​

  • Key insights and trends summary

​

  • Delivery in PDF and/or spreadsheet

​

  • QuickBooks data support

​

  • Optional walkthrough session

LOOKING FOR MORE THAN ONE SERVICE?
WE HAVE PACKAGE OFFERINGS AVAILABLE!

PAYROLL SETUP & MANAGEMENT

Pay your team right--on time, every time.

 

We handle setup, processing, and compliance.

 

  • ​Setup in Gusto, QuickBooks, or preferred platform

​

  • Onboarding for employees/contractors

​

  • Pay schedule setup 

​

  • Direct deposit, tax withholding, compliance

​​

  • Processing & payroll tax form filing

​

  • Year-end W-2s & 1099s prep

​

  • Ongoing payroll support

​​

​​

NEW BUSINESS SETUP

Start smart. Set it up right from the start.

 

We help you lay a solid financial foundation.

 

  • Business bank account & payment system guidance

​

  • Bookkeeping setup (QuickBooks, or spreadsheet-based)

​

  • Chart of accounts tailored to your business

​

  • Custom templates: invoices, expense trackers, etc.

​

  • EIN & State registration guidance (if applicable)

​

  • 30- minute onboarding or Q&A session

​

​​​

Schedule your FREE call today to discover if these services are right for you!

TAX PREPARATION SUPPORT

Clean books = stress-free tax season.

 

We organize, and prep your books so your tax professional can file fast and accurately.

​​

  • Year-end account review 

​

  • Transaction categorization check

​

  • Tax-ready financial reports (P&L, Balance Sheet, General Ledger)

​

  • Error correction and documentation review

​

  • Collaboration with your tax preparer or referral optional

​

​​​

 

QUICKBOOKS SETUP & TRAINING

Set up right. Know what you're doing.

 

​We configure your QuickBooks and train you to use it with confidence.

​​

  • QuickBooks online setup

​

  • Custom chart of accounts 

​

  • Bank feed and automation setup

​

  • Optimized settings (invoicing, taxes, users)

​

  • 45 - 60 minutes live training 

​

  • Personalized guide or how-to video

​

  • 7 - day post-training support

​​

​​​

NOT SURE WHERE TO START?

Don't let that stop you. We'll help you identify what needs attention and guide your next steps!
bottom of page