Services

Full-charge bookkeeping and cash flow management, or after-the-fact bookkeeping and account reconciliation services, are available on a weekly, biweekly or monthly basis. Quarterly or annual review or one-time clean-up or consulting services are available as-needed.

Full-charge bookkeeping and cash flow management services are best for clients who don’t want to manage cash flow or deal with day-to-day bookkeeping tasks themselves, need more timely or detailed information, or run their books on an accrual basis. While most work will be done remotely, we may be able to provide some services at your office in the greater Northampton area. This work is usually billed hourly.

After-the-fact bookkeeping services are best for clients who manage available cash themselves, but want to ensure their data is entered consistently in conformance with IRS requirements and their accounts are reconciled each month. Services are generally provided remotely and billed at a flat monthly fee.

Quickbooks training may be done one-on-one at the client’s site or our offices, using their bookkeeping files to ensure we meet their individual needs. We may schedule a series of weekly classes or meet just once to address a specific issue.

We can also do a general account review and clean-up together, ensuring your books meet minimum accounting standards, and edit your chart of accounts or set up memorized reports so you can easily retrieve the most useful information for your business.