CORONAVIRUS ALERT: Office hours are Monday-Friday, 9am-5pm. Email or call for remote client filing options are encouraged.

Getting Started Bookkeeping

Getting Started Bookkeeping

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Getting Started with business expenses below $1K:

Account reconciliation

  • Reconcile bank accounts 
  • Reconcile credit card accounts
  • Reconcile electronic transactions into Wave

Monthly financials

  • Balance Sheet
  • Profit & Loss
  • General Ledger
  • Statement of Cash Flows


  • Lite CFO and business advisory service

Software and portals

  • Essential document storage
  • Accounting software setup
  • Expense management