During this free consultation, we’ll take a quick look at your current bookkeeping setup and talk through what your business needs. We’ll review how your books are organized, identify any cleanup issues, and outline the next steps to keep your financial records accurate and up to date.

During the call we will:

• Review how your bookkeeping is currently set up
• Look at your QuickBooks or accounting system
• Identify errors or areas that need cleanup
• Discuss bank and credit card reconciliations
• Talk about payroll, financial reports, and monthly bookkeeping
• Outline the best next steps for keeping your books organized