Expert Accounting Services for Your Business
Monthly Bookkeeping
Monthly Bookkeeping
Monthly Bookkeeping
This bookkeeping service provides ongoing monthly bookkeeping management of your financial records to ensure they are always up-to-date and accurate. Each month, transactions are recorded, categorized, and reconciled, as well as financial reporting. The goal is to offer you clear insights into your business's performance, helping you make informed decisions. It’s an ideal solution for maintaining financial clarity, staying compliant, and supporting growth without the stress of managing your books alone.
Clean-Up
Monthly Bookkeeping
Monthly Bookkeeping
Clean-Up bookkeeping services focus on correcting and organizing your existing financial records. If your books have errors, misclassifications, or inconsistencies, this service will identify and resolve these issues to ensure your records are accurate and compliant. It’s ideal for businesses needing a thorough review to restore order and clarity to their financial data, helping you maintain a solid foundation for future bookkeeping—whether as a stand-alone service or leading into ongoing monthly support.
Catch-Up
Monthly Bookkeeping
Diagnostic Reviews
Catch-Up bookkeeping services are designed to quickly and accurately bring your financial records up to date, whether you’re behind by a few months, an entire, or several years. All transactions are recorded, categorized, and reconciled, giving you a clear view of your current financial standing. This service can be a one-time solution or the starting point for ongoing monthly services to maintain up-to-date records moving forward.
Diagnostic Reviews
Financial Statements
Diagnostic Reviews
This service provides a thorough analysis of your QuickBooks Online setup to check the overall health of your financial data. It covers your chart of accounts, transaction categorization, reconciliations, and overall organization to identify errors, misclassifications, and areas for improvement. No changes or corrections are made at this stage—it's solely a detailed evaluation. You’ll receive a report with actionable insights to enhance your bookkeeping, whether you implement changes yourself or move toward ongoing support.
Financial Statements
Financial Statements
Financial Statements
You’ll receive a customized set of management reports in QuickBooks, including balance sheets, income statements, and cash flow statements. These bookkeeping and accounting reports are tailored to your business needs, offering detailed and comprehensive financial information essential for understanding your company’s performance. Our goal is to provide you with insightful financial information that enhances your decision-making process, empowers you to optimize operations, and supports sustainable growth.
Other Services
Financial Statements
Financial Statements
- Online Payroll Services
- AR & AP Management
- Sales Tax Services
- Inventory Management
About Us
Sherry Pool
Chelsea Pool
Chelsea Pool
With over 20 years of experience, I have specialized in streamlining operations for small businesses and entrepreneurs, empowering growth, and maximizing revenue. I aim to provide accurate and organized bookkeeping and accounting financial support that allows business owners to focus on running and growing their businesses. I'm dedicated to helping our clients achieve clarity and confidence in their finances, helping them make better financial decisions, and paving the way for long-term success.
Chelsea Pool
Chelsea Pool
Chelsea Pool
Since 2015, I've been immersed in the world of bookkeeping, combining my passion for organization with my dedication to client success. My experience started as a karate sensei, where I managed finances and worked directly with customers, laying the foundation for my exceptional attention to detail and customer service. Today, I specialize in QuickBooks, payroll, and client support, ensuring every financial process runs smoothly and efficiently.
Building Success Together: Client Testimonials
Here’s a glimpse of what our clients have to say about working with us—real quotes of trust, partnership, and success that show the impact we’ve made together.
CERTIFICATIONS
QuickBooks Online
QuickBooks Online Advanced
QuickBooks Online Advanced
QuickBooks Online Advanced
QuickBooks Online Advanced
QuickBooks Online Advanced