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Our Customized Services

1

Monthly Bookkeeping

  • Transaction categorizations

  • Bank, credit card, and clearing account reconciliations

  • Purchase order creation

  • Invoice/bill creation and management

  • Inventory tracking in QBO

  • ​Currency conversion 

  • Loan principal and interest payment tracking

3

Payroll

  • We pay your team on time hassle-free 

  • Compliant and timely filings with all tax agencies needed

  • Payroll withholdings handled for you

5

Jargon Free Finances Framework

  • Personalized monthly financial review

  • Actionable insights based on data

  • Explore growth opportunities while figuring out where to cut unnecessary waste

2

Software Management (if applicable)

  • Onboard and maintain sales channel sync software (Webgility)

  • ​Onboard and maintain 3rd Party Logistics software (ShipBob)

  • Onboard and maintain sales tax software (TaxJar)

  • Monitor sales channels and marketplaces so they are error-free

4

Streamlined Sales Tax (if applicable)

  • Monitor sales tax liabilities in all states

  • Track your sales tax nexus

  • On-time sales tax filings

  • Update QuickBooks Online with live sales tax data

6

QuickBooks Online Cleanup/Catchup

  • Incorrect or messy data in QBO? We've got you covered

  • Haven't been keeping your books up to date? We'll get you caught up in no time

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