Investing time in planning and setting up your books correctly while your business is young will save time (and headaches) later. Set up steps can include: determining business structure / entity type, registering with the IRS and state agencies, creating a chart of accounts, defining the flow of transactions in your software, and setting up templates for calculating GE or sales tax.

Converting from desktop to online based accounting should be simple, and sometimes it is! But when it’s not, I can help — whether you want assistance verifying data accuracy after the transfer, need QBO training and support, or want guidance on choosing the right subscription level for your business.

When you're busy running your business, bookkeeping can easily fall to the bottom of your to-do list. If your books weren’t set up correctly and your financials are nonsensical, don’t worry—it’s all fixable! We’ll work together to catch up and organize your books, ensuring you’re ready for the next stage of your business.

Once your books are cleaned up and organized, regular maintenance is essential to keep them up to date. Monthly bookkeeping tasks may include coding transactions, reconciling bank and credit card accounts, calculating and filing GE or sales tax, processing payroll, and preparing financial statements.

So your bookkeeping is caught up and financials are complete, now what? We can use your financial data to evaluate the business. Whether you need to calculate your break-even point, track key metrics, prepare for taxes, or identify sales trends, your financial data is a powerful tool that will help you make informed decisions about your business.