Services

We offer packages and individual services, but we often personalize our packages to fit a company’s unique needs.

Popular Packages

 
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Quickbooks jumpstart

The jumpstart is ideal if you want to manage your own finances, but you’re looking for a solid foundation to take your first step. In this one-time package, we move your books into Quickbooks Online (QBO) and help you understand the Quickbooks Online interface.

  • You’ll have Quickbooks Online for your own use.

  • You can ask us any Quickbooks Online questions for 90 days after the jumpstart.

 
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The Assist

The assist is helpful if you want to manage most of your finances on your own, but you’d like some support with reconciliations and bookkeeping.

  • You’ll have access to Quickbooks Online and Canopy.

  • You’ll receive bank reconciliations once a month.

  • See More Joy to customize your package.

 
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the Complete team

The complete team is here for you if you need someone to manage all of your bookkeeping needs.

  • You’ll have access to Quickbooks Online and Canopy.

  • You’ll receive complete bookkeeping services.

  • See More Joy to customize your package.

 
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Outsourced controller

When your business needs a little more attention, you can turn to our trusted part- or full-time Controllers.

  • You’ll have access to Quickbooks Online and Canopy.

  • You’ll receive complete controller services, including Accounts Receivable, Accounts Payable, cash flow, and budgets.

  • See More Joy to customize your package.

 
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More Joy

We can customize any of these packages for your needs.

  • Quickbooks Online clean-up and catch-up

  • Attorney Escrow Bookkeeping! Stay compliant, safeguard your client’s funds and protect your law license

  • Payroll - S Corp owners, small businesses

  • Advisory services

  • Budgets

  • Specialized reporting (KPI, target reporting, and more)

  • Accounts Receivable (AR)

  • Accounts Payable (AP)

Individual services

Our packages aren’t for everyone. You can create your own unique financial package with some of our individual services.

  • Weekly Transaction Updates

  • Monthly Bank Reconciliations

  • Reporting

  • Payroll

  • Controller

  • Cleanup / Catchup

  • Moving from Desktop to Cloud

  • Consulting for CPA firms

  • Annual Year-End Review

  • Annual Year-End 1099 Preparation 1099-NEC, 1099-MISC and 1099-S forms are our most popular choices

  • Attorney Escrow Reconciliation / Three-Way Account Reconciliation

  • QuickBooks Online Training and Education

 

Are you ready to take control of your finances? Fill out this form or call us at (631) 627-3189.