SERVICES WE OFFER

Essential Service Scope:

• All transactions recorded & categorized through the bank feed

• Point of Sale or Other Payment Processors daily sales transactions recorded

• Monthly reconciliation of all bank and credit card accounts

• Monthly reconciliations of all notes payable accounts

• Principal & Interest recorded on for all notes payable

• Maintain data feed connections in Quickbooks Online

• Cleanup and Keep the Chart of Accounts Organized

• Monthly Profit and Loss Statement & Balance Sheet sent

• Annual Reports for Tax Preparation

• Review Meetings via Zoom or Phone Call

• Email Support

• Access to our client portal

Whether you're months—or even years—behind, we specialize in bringing messy or incomplete books up to date quickly and accurately.

This service is perfect for you if:

• You haven’t kept up with your bookkeeping and tax time is looming

• You’ve switched bookkeepers or DIY’d for a while and need a reset

• You’re applying for a loan or funding and need clean financials

• You want accurate books before moving into monthly services

Here is a sampling of how we can help!

• Transaction categorization and reconciliation for past periods

• Clean-up of duplicate, missing, or mis-categorized entries

• Organization of Fixed Assets, Liabilities, etc.

• Setup or correction of your Chart of Accounts

• Cleanup Product/Services, Customers, Vendors, etc.

• Reporting and recommendations to move forward with confidence

For a one time fee, let us set up your QBO account the right way, the first time! A 30 minute training session is also included.

⭐️ Does your menu feel too big?
⭐️ Are your sales struggling?
⭐️ Are you wanting to dive deeper into operations?

We offer restaurant consulting on an ad hoc basis.

For our hourly consulting rates, please contact us!

Yes, you read that right — we handle sales tax filings for your business!
Let’s connect and talk through the details so you can stay compliant without the headache.

⚫️ Please note: Sales tax filing is not a standalone service. We must handle your monthly bookkeeping for you to take advantage of this offering.

⚫️ If your state has multiple home-ruled cities, we’ll use a trusted service called TaxJar to gather the necessary data and/or file on your behalf.

⭐️ Payroll coordination
⭐️ W9 tracking & 1099 filing
⭐️ Accounts Payable - Bill pay
⭐️ Accounts Receivable Coordination
⭐️ Receipt Management
⭐️ Inventory Coordination
⭐️ Client Advisory Services
⭐️ Personal Bookkeeping
⭐️ Other needs your business may have