Services

ACCOUNT SETUP & MIGRATION

This crucial process for new QuickBooks Online clients involves transferring your existing financial data into QBO and configuring the software to meet your specific business needs.

We strive to make your transition as seamless as possible. From choosing the right plan, data migration, business configuration, to setting up 3rd party apps, establishing Chart of Accounts and User roles & permissions, every detail is handled for you.

BOOKKEEPING & REPORTING

Our comprehensive bookkeeping services cover all of the bases. We categorize daily transactions, process AP & AR, reconcile accounts, and preparing financial statements. We can handle it all or tailor our service to your need, so you can focus on growing your business.

PAYROLL MANAGEMENT

Managing payroll can be complex and time-consuming. We handle your payroll processing, tax filings, and W-2 / 1099 compliance;

ensuring your employees, contractors and payroll tax entities are paid accurately and on time.

DIAGNOSTIC REVIEW
& CLEAN UP

Our paid Diagnostic Review takes a deep dive into your financial records to identify problems. We present a detailed breakdown of findings and recommendations to alchemize your books. Payment of the Diagnostic Review service will be applied to your Clean Up service fee.

CATCH UP BOOKS

Business happens and the books take a back seat. Being prepared for End of Year reporting is crucial and avoids costly penalties & interest to the IRS.

Of greater significance, monthly financial reporting provides a real-time snapshot of you business' financial health, enabling informed decision-making and allowing for proactive adjustments to operations and strategies to maintain profitability and manage cash flow. Let's get you back on the track to financial success!

CONSULTING
& ADVISORY

Our consulting services takes a proactive approach to your business' financial health. We work closely with you to identify opportunities for growth and improvement by developing effective business strategies, streamlining operations, and maximizing performance.

NOTARIAL
SERVICES

As a Commissioned Notary Public in the State of Colorado, we offer in person "wet" and "electronic" notary services in the Denver Metro area, as well as Remote Online Notarizations anywhere in the world.

SERVICES