Meet to discuss type of business and accounting system
Start or take over QuickBooks file
Organize & input existing transactions to current date
Legal business advice
Tax preparation
Manual payroll (I work with your payroll company: ADP, Gusto, etc.)
On-site bookkeeping
Download & categorize monthly transactions into QuickBooks
Optional add-ons: invoicing, bill pay, income categorization, etc.
Email monthly financial statements to client
Monthly correspondence regarding financial status
Serve as liaison between client & accountant throughout year
with custom bookkeeping, designed to streamline financial management.
Ideal for small business owners who value accuracy, consistency, and a personal working relationship—without the complexity of large firms or automated platforms.
