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SERVICES
What we take off your plate
Catch-up & cleanup
Months or years behind, brought current and categorized correctly.
Reconciliations
Bank, credit card, loan, and balance sheet accounts tied out.
Year-end closeouts
Adjusting entries posted and a clean trial balance ready for your review.
Monthly bookkeeping
After tax season, books closed every month so next year starts clean.
Payroll entries & 1099s
Payroll reconciled to provider reports (NJ & NY); contractor 1099 prep.
QuickBooks setup & conversions
Desktop-to-Online migrations and charts of accounts that make sense.
HOW IT WORKS
From shared file to tax-ready books
1
Share the file
Share client access to QuickBooks Online or Desktop for a free file review.
2
We clean & reconcile
Flat-fee quote up front. Questions go to you, or to the client if you prefer.
3
You get tax-ready books
Reconciliation reports plus a summary of every adjustment for your review.
Your clients stay your clients
We work for your firm, behind the scenes or client-facing: your call.
We do not offer tax preparation to your clients.
Happy to sign a non-solicitation agreement.
Confidential records and secure remote access.
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