Monthly Bookkeeping

Free up your time so you can focus on income-producing activities. We'll take care of the boring numbers.

Check up and Reviews

When you like to do your own books but need an expert checkup to make sure you're staying on track

Catch up and Clean up

Got a bookkeeping mess on your hands? Have your books been neglected? We will get you caught up.

 Additional Services:

  • Accounting Software Setup 

When your accounting software is set up correctly initially it moves cleanly and efficiently down the bookkeeping highway. Discounts available on QuickBooks Online subscriptions.

  • Training for QuickBooks Online Users

We will teach you how to use QuickBooks Online the right way focusing on the specific workflows that you'll need for your business.

  • QuickBooks File Review

Not sure that your books are right?  We will review your QuickBooks file for common errors and issue a report with findings (or a clean bill of health!)

  • Catch Up Bookkeeping

Give us a year's worth of bank statements and receipts and we will create a QuickBooks Online company file for you. We can provide you with a discount on a new QuickBooks Online subscription.

  • Bookkeeper Support and Review Service

If you prefer to have your bookkeeping done in-house, but it's not being handled by a professional bookkeeper, this service helps you save money by assuring that your financial records are accurate and clean. We will review your bookkeeping on a monthly basis and advice you on any corrections needed for accuracy. We will also be available for email support throughout the month to answer any questions that you or your staff may have.


The following optional services are available with monthly bookkeeping service:

Document Management

Be audit ready.  We provide assistance with implementation of Hubdoc automated digital document fetching service.  Alternatively, we can organize receipts, invoices, bank statements and credit card statements for archiving in your cloud storage service of choice or to disk and/or attach them to their corresponding transaction on QuickBooks Online. Click here to learn more.


We offer full-service payroll including direct deposit and payroll tax filing or we can process and enter Payroll into the Third Party Provider of your choosing.

Accounts Receivable and Payable
  • Enter bills into accounting system
  • Process vendor payments utilizing your choice of Plooto,, or online banking
  • Client invoice creation and electronic delivery
  • Prepare monthly client statements, if needed


Tax Services
  • Quarterly payroll return preparation (Form 941 and State Unemployment Compensation if applicable)
  • Quarterly sales tax return preparation (available monthly if required by your state)
  • Annual Form 941 preparation


Year-End Tax Support Services
Sample End of Year Tax Support Package- your tax preparer will love you!
  • Subcontractors- preparation of yearly IRS 1099 forms
  • Preparation of yearly 1096 IRS transmittal
  • Employees- Preparation of yearly W-2 forms and W-3 transmittal
  • ACA 1095 forms if applicable
  • Annual information package prepared in digital format for your tax preparer including copy of your December bank statement and reconciliation report,  income statement, balance sheet, payroll tax filings, sales tax filings and invoices for any fixed asset purchases as applicable.

If you need a service not listed here, please e-mail us!

Supported Software

QuickBooks Online
Patriot Payroll