Meet to discuss type of business and accounting system

Start or take over QuickBooks file

Organize & input existing transactions to current date

Download & categorize monthly transactions into QuickBooks

Optional add-ons: invoicing, bill pay, income categorization, etc.

Email monthly financial statements to client

Monthly correspondence regarding financial status

Serve as liaison between client & accountant throughout year

Legal business advice

Tax preparation (we are happy to refer you to some great CPA's that we work with)

On-site bookkeeping