Bookkeeping Made Simple

Our introductory call will last for 60 minutes and we can determine if you need to establish a new set of books, clean up your existing set of books, or take over your current operations. We can share our philosophy around bookkeeping and ascertain if there is a match. At this meeting, we can quote you our set up fee and monthly costs.

Our initial meeting will consist of reviewing categorization of revenue, credit card transactions, expense line items, and payroll to get new set up ready for the profit and loss statement. It will also consist of a thorough review of assets, liabilities, and the overall balance sheet. Last, a complete review of current books and accounting system.

Once the books are set up, we will begin producing the monthly profit and loss statement and balance sheet for the business. Additional monthly reports can be created including year over year financials and forecasting depending on client needs. Ongoing conversation and review will depend on each client engagement.