Our Services

Reliable Bookkeeping and Accounting Services

Our Services

Reliable Bookkeeping and Accounting Services

Virtual Bookkeeping

Virtual Bookkeeping

Get laser insight into your business financials

Many of our clients find that hiring a virtual bookkeeper gives them an edge that they didn't realise was missing. Our reporting is clear and comprehensive and will help you decide where best to focus your efforts in growing your business.

A virtual bookkeeping service is a cost-effective next step that gives you more space and time to focus on what you do best.

How it works... Unless you already have a system, we will set you up! We will import your transactions via secure bank feeds, categorize your income and expenses, and reconcile your accounts.

Each month you will receive professional reports and insight into your businesses financials and you will be set up beautifully for tax time.

This service is ideal for small businesses with 1-3 employees and/or $100k in revenue.

Virtual CFO

Virtual CFO

A financial expert on your team

If you are busy making money, consider how your business would benefit from having a financial expert by your side.

As your virtual CFO's we will oversee all of your business financials, managing Accounts Receivable, Accounts Payable and make your budget work.

We can update your account monthly, weekly, or even daily based on your needs, as well as provide insightful monthly updates and comprehensive reports so that you can track your progress and plan your next steps.

Are you looking to expand? Do you want to avoid fraud or theft? Are you ready to streamline your strategy? A strong foundation for your financials will help you reach your business goals.

This service is ideal for Medium-Sized Businesses with 4-20 Employees and/or $500k-$1 Million in Revenue.

QuickBooks Training

Quickbooks Training

Get the skills you need!

If you are like most business owners, you most likely don’t have a bookkeeping or accounting background. But that doesn’t mean you and your team can’t have the skills you need to successfully manage the financial aspect of your business.

We are QuickBooks pros and offer QuickBooks Training tailored to your needs. Whether you are a beginner or have been using QuickBooks for a while, we will help you use QuickBooks correctly and avoid many of the common pitfalls.

Set up a bookkeeping system that works

Our training includes; how to categorize correctly, reconciliations, writing checks, paying bills, how to read and understand financial statements, and tricks of the software.

With QuickBooks training, you will be faster, more accurate, and have a better understanding of your financial position.

Our Clients Say...

I have had the great pleasure of working with Stacy for more than 5 years. When she started, my business was small, and I was focused on growing the company. I had made the mistake of hiring a string of inexperienced bookkeepers who weren’t up to the task of our complicated accounting.

Stacy agreed to take us on as a client, and with uncommon humor and grace, she has managed to pull our books from a state of disjointed confusion to a clean and more organized system. Our CPA’s have to work less, and I am happy to step away more and more while maintaining a clear vision of the state of the business.

Her work has had the effect of allowing me to make sound decisions with more confidence. She has helped us transition through significant growth while continuing to refine our systems and record keeping.

As an added bonus, over the years Stacy has become a part of the family to us all. Her spirit and positive attitude are a huge asset to our entire team and we always look forward to her days with us.

Rebecca Lurie
Kush Handmade Rugs

Are You Ready to Make Tax Time a Breeze?