OUR SERVICES

MONTHLY BOOKKEEPING & CLEAN UP SERVICES

Monthly Bookkeeping

We provide general bookkeeping services to businesses who need a general organization of their books and information. The tasks we offer include but are not limited to: 

  • Bookkeeping Services

    Accurate and timely bookkeeping services to keep your business finances organized, compliant, and ready for growth.

  • Bank & Loan Reconciliations

    We reconcile your bank and loan accounts to ensure your records match perfectly with your financial institutions.

  • General Ledger

    Maintain a clean, detailed general ledger to track every transaction and support your financial accuracy.

  • Preparing Financial Statements

    Get professional, easy-to-understand financial statements to monitor business performance and support smart decisions.

  • Accounts Payable & Receivable

    Streamline your cash flow with efficient management of invoices, billing, and payment tracking.

  • Advisory Services

    Expert financial advice for you to understand your numbers, expenses, and make data-driven decisions.

  • Budgeting & Forecasting

    Plan ahead with confidence through customized budgeting and forecasting aligned with your business goals.

  • Audit Ready Documentation & more!

    Stay audit-ready year-round with organized, accurate documentation that meets regulatory standards.

Specialty Services

Bookkeeping Clean-Up Services

Clean up

We also offer clean ups to our new and existing clients where our team goes in and organizes your important information into a seamless, user-friendly system that works. You’ll know exactly where all your records are and how to reach them…no more clutter! 

Specialized Bookkeeping for Law Firms

Law Firms

We specialize in trust accounting for law firms, ensuring compliance with state bar regulations and ethical guidelines. Our expertise in managing client trust accounts guarantees accurate record-keeping and proper fund allocation. With our bookkeeping services, law firms can confidently maintain financial integrity, avoid compliance risks, and most importantly focus on serving their clients.

Nonprofit Bookkeeping Solutions

Non Profits

Nonprofit finances are complex—but we make it easy. From tracking grants and program funds to staying IRS-compliant, we handle the numbers so you can focus on your mission. Our expert bookkeeping keeps your financials transparent, donor-ready, and GAAP-compliant, ensuring every dollar is accounted for. Let us take the stress out of fund accounting so you can keep making an impact.

Marketing & Consulting Firms Bookkeeping

Marketing & Consulting Firms

We specialize in virtual bookkeeping for marketing agencies and consulting firms, ensuring accurate financial tracking across monthly, quarterly, and annual cycles. Our team is experienced in managing accounts receivable, creating streamlined invoicing systems, and improving cash flow so you get paid faster. We also design workflows to capture expenses and bill them back to clients, helping your team stay organized and profitable. With our support, marketing and consulting firms in New York and beyond can reduce financial stress, strengthen operations, and focus on scaling their business.

Just getting started?

Grab our one-time purchase Excel and Google Sheets templates along with beginner’s guides for Xero and QuickBooks to keep your finances in check until you're ready to bring in the pros. Let’s keep your investments running like a well-oiled machine!

PURCHASE HERE