Tools

As a general rule, almost all of our engagements are built on the building block of QuickBooks online. This accounting platform has a superior set of offerings and integrations that make it possible to collaborate between an owner, the bookkeeper (us!), and all the external sources of financial information that is needed to keep good, useful records. Think banks, retail platforms, payroll providers, etc. It also allows us to catalogue all of your businesses receipts in one place that makes it easy to remember what a certain transaction, or group of transactions were for. There are various add ons, some free and some with fees that we can and will utilize to make the QBO platform even more useful.

 

If you already have QBO, that's great! We'd love to hear from you if you are interested in our services. If you haven't yet purchased it, you can purchase it through us and get a recurring 15% discount. Should you utilize us for bookkeeping services as well, I can offer an even greater savings on your QuickBooks subscriptions. 

Do you fit our services?

If you are interested in getting a more accurate and timely view of your financial situation, ensuring your documentation is audit ready, and want to be able to spend more time running and growing your business, we would love to connect.

 

You can consult our pricing page for some of the services we offer, but if that does not cover all of your needs, we can help with more. QuickBooks has a great invoicing system which we can help you utilize for issuing estimates, invoices, and collecting revenue from customers. We also can help integrate a bill pay system if you are a business owner dealing with trying to write and keep track of too many contractors and bills.