Our Services

Contact Peggy for Pricing

General Services

  • Migration from QuickBooks Desktop to QuickBooks Online 

  • Migration from other practice management systems to Clio

  • Clio and QuickBooks Online (QBO) Setup and Integration

  • QuickBooks Online Cleanup

  • Custom Financial/Profitability/Productivity Reports

  • Clio Consulting

  • Clio Workflows and Document Templates


Yearly Bookkeeping

  • Prepare and send 1099s

  • Prepare and deliver reports to accountant

Monthly Bookkeeping 

  • Monthly reconciliations:
    • Includes all accounts and production of financial reports, list of reports to be discussed upon engagement
    • In-house accountant to do a Quality Review of all reports before delivered to client
    • 3-Way Trust Reconciliation

  • Payroll Setup/Processing using Client’s vendor of choice and Recording Transactions
    • Including 401K, profit-sharing and insurance transactions/allocations in QBO

  • Payment of Vendor Bills

  • Prepare and send client invoices and past due notices
    • Includes monthly AR report review with client

  • Weekly review QBO and record all transaction with correct category (General Ledger account)

  • Weekly communication with client regarding any discrepancies or unknow transactions

  • Weekly Cash Flow and Projection Reports