Initial Setup

  • Consultation on Quickbooks Online subscription level
  • New Quickbooks Online subscription
  • Customized chart of accounts
  • Configuring opening balances for balance sheet accounts
  • Establishing bank and/or credit card feeds
  • An orientation on the basics of data entry and reports

Bookkeeping Services

  • Accounts Payable & Accounts Receivable
  • Categorization of Expenses
  • Bank and Credit Card Reconciliations
  • Clean Up Books
  • Catch Up Books
  • Financial Reports
  • 1099 Filing
  • Sales Tax Filing
  • Payroll Services (in partnership with Gusto, coming soon)
  • Check-In/ Screenshare Calls
  • Email Support

Consulting & Training

  • Financial System Design
  • Internal Controls
  • Budgeting (we love to facilitate participatory budgeting processes!)
  • Cash Flow Projections
  • Grant Management
  • Audit Preparation
  • Tax Readiness
  • Customized Bookkeeping Training

*Todos nuestros servicios están disponibles en español*

Free access to Sync for ongoing clients

(a cloud-based file-sharing and storage software with bank level security)

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