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
• Payroll Services (in partnership with Gusto)
• 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 secure storage software)