Our Bookkeeping & Accounting Services
Comprehensive financial support tailored to small businesses — in Washington DC and remotely nationwide. Every service is designed to save you time, reduce stress, and give you financial clarity.
Monthly Bookkeeping
Consistent, accurate bookkeeping is the foundation of a healthy business. Our monthly bookkeeping service ensures your financial records are always current, organized, and ready for decision-making — without you having to think about it.
We handle the day-to-day financial record-keeping tasks that keep your business running smoothly, so you can focus on serving customers and growing your company.
What's Included
- Monthly transaction categorization and entry
- Bank and credit card account reconciliation
- Accounts payable and receivable tracking
- Monthly financial report delivery (P&L, balance sheet)
- QuickBooks Online management and maintenance
- Year-end support and tax preparation package
QuickBooks Online Setup
Getting QuickBooks Online set up correctly from the start makes everything easier — from daily transaction entry to year-end reporting. A poorly configured QuickBooks account can lead to inaccurate reports, wasted time, and costly mistakes.
We configure your QuickBooks Online account from the ground up, tailored specifically to your business type, industry, and chart of accounts — so you have a solid financial foundation.
What's Included
- Full QuickBooks Online account setup and configuration
- Custom chart of accounts built for your industry
- Bank and credit card account connections
- Vendor and customer list setup
- Products and services list configuration
- Opening balance entry
- Initial walkthrough and orientation session
QuickBooks Online Training
Want to manage your own books but need guidance on how to use QuickBooks Online effectively? Our one-on-one training sessions are personalized to your specific needs, skill level, and business workflows.
We don't teach generic tutorials — we teach your version of QuickBooks, for your business, so every lesson is immediately relevant and actionable.
What's Included
- One-on-one virtual or in-person training sessions
- Entering transactions, invoices, and bills
- Reconciling bank and credit card accounts
- Running and reading financial reports
- Managing customers, vendors, and projects
- Tips for staying organized throughout the year
- Q&A and follow-up support after sessions
Financial Reporting
Your financial reports are the dashboard of your business — they tell you what's working, what's not, and where you're headed. But only when they're accurate and easy to understand.
We prepare and deliver clear, professional financial reports on a regular basis, and explain them in plain language so you can make smart, confident business decisions.
What's Included
- Monthly Profit & Loss (Income Statement)
- Balance Sheet reporting
- Cash Flow Statement
- Accounts Receivable and Payable aging reports
- Year-over-year comparison reports
- Budget vs. actual analysis (on request)
- Plain-language report summaries and explanations
Cleanup / Catch-Up Bookkeeping
Fallen behind on your books? Maybe months or even years behind? You're not alone — and it's fixable. Our catch-up bookkeeping service gets your records organized quickly, accurately, and without judgment.
Whether you need one month caught up or three years, we'll bring your books current and set you up for ongoing success. This is often the first step for businesses transitioning to our monthly bookkeeping service.
What's Included
- Assessment and review of existing records
- Retroactive transaction entry and categorization
- Historical bank and account reconciliation
- Identification and correction of prior errors
- Organized records for past tax periods
- Summary report of catch-up findings
- Recommendations for ongoing bookkeeping management
Ongoing Small Business Accounting Support
Sometimes you just need a trusted financial professional you can call with questions. Our ongoing accounting support service gives you access to expert guidance whenever you need it — not just at year-end.
Think of us as your part-time CFO: available when you need financial insight, help understanding a report, guidance on a business decision, or just a second opinion on your numbers.
What's Included
- Email and phone support for accounting questions
- Guidance on business financial decisions
- Help interpreting financial reports
- Quarterly financial review check-ins
- Tax planning coordination with your CPA
- Advice on software, tools, and financial systems
- Support during audits or financial reviews