Some of our services

We have years of experience in all these areas.
Let us make life easier for you by accepting some
of your duties. You deserve to have more free time.

Bookkeeping – We can do this for you with QuickBooks.

       Monthly:

• Review client transactions for errors and update bank downloaded transactions.
• Prepare bank account reconciliations.
• Prepare credit card reconciliations.
• Prepare and send P & L statements.
• Prepare and send balance sheet statements.
• Prepare and send report of monthly transactions.

Miscellaneous – What do you have in mind?

• Spreadsheets in Microsoft Excel to help you keep track of a myriad of items.
• Charts, Flowcharts and Graphs to help you and your clients visualize the information.