How Can We Help?

Monthly Bookkeeping Services Include:

• Maintaining accurate and up-to-date financial records through monthly bookkeeping.

• Recording, organizing, and reconciling transactions in the general ledger.

• Managing and maintaining all business accounts to ensure accurate financial reporting.

• A monthly 30–60 minute financial review meeting to discuss account activity, profit and loss, cash flow, and answer any questions.

• Virtual support by appointment via Microsoft Teams.

• In-person consultations by appointment at the client's place of business.

Accounts Payable Services Include:

• Managing and processing vendor invoices in a timely and accurate manner.

• Assisting with the scheduling and payment of approved invoices.

• Recording and maintaining accurate accounts payable entries in the general ledger.

• Monitoring invoice due dates to help ensure payments are made on time and avoid late fees.

• Maintaining organized records of all accounts payable transactions and supporting documentation.

Accounts Receivable Services Include:

• Creating and issuing professional invoices to customers on behalf of your business.

• Tracking outstanding customer balances and monitoring accounts receivable activity.

• Recording invoices, payments, and account activity in the general ledger.

• Maintaining accurate and organized accounts receivable records.

• Sending payment reminders to customers at the client's request.

Note: We are not a debt collection agency and do not collect outstanding debts on behalf of clients. Our role is limited to invoicing, tracking accounts receivable, maintaining accurate records, and sending payment reminders when authorized by the client.