This standard recurring service includes transaction management and categorization; bank, loan and credit card account reconciliation; financial reporting; and tidy year-end document preparation that will be ready for your CPA. We serve businesses in Montgomery County, Maryland and beyond.

Lost your old bookkeeper or started your business this year? We can help set up your QuickBooks Online account and bring it up to speed with this year’s business activity from January to present. Your books will be CPA-ready come tax season.

*Catch up engagements will prioritize monthly bookkeeping clients over one-time catch up service.

Without accurate books, the true health of your business cannot be determined. Are your books from prior years in need of a closer look or edit? Are you concerned you may be leaving money on the table? We can perform a detailed clean up on your chart of accounts by properly ordering transactions and identifying gaps that need to be addressed.

*Clean up engagements will prioritize monthly bookkeeping clients over clean-up only service.

We walk you through your new QBO account set-up, connecting your bank accounts, creating your chart of accounts and customizing settings to your needs.

We offer QBO training by the hour for any business owner seeking to manage their own books or who need assistance learning bill or invoice processing in QBO. Not sure what you need to learn? Call or email and we can help you figure out what might help based on your business.