Reliable bookkeeping is about
more than money
Our bookkeeping clients range from solo business owners with zero employees to larger businesses that include anywhere between 1-50 employees. We’ve witnessed office and financial disorganization and understand the confusion and frustration it can cause. We’ve worked with many business owners who are stretched-thin. Some reach out to us feeling like they have “lost” the reason they started their business. Most didn’t do what they do so they could ALSO spend time chasing receivables or touching every invoice. In order to elevate the success of our clients, we provide the solutions and support needed to reorganize, stabilize, and maintain all of their bookkeeping needs, enabling our clients to focus their energies back into their businesses and families.
Business Services:
Strong Foundations
Your business is your future. Whether you’re in your first year or choosing a fresh start, let’s take time to set a strong foundation. Bookkeeping is the heart and soul for running a successful small business. It involves accurately recording, organizing, and tracking all financial transactions — from sales and expenses to payroll and taxes. To many business owners, it seem like a routine administrative task.
- Bookkeeping Basics
- QuickBooks Training
- QuickBooks Company File Setup
- File Management Review and System Creation
Need Help? We're ready. Call 860-282-2135
Need Help? We're ready. Call 860-282-2135
Business Services:
Growing Pains
Right now you’re stuck chasing aging receivables and hedging your bet on next quarter’s deliveries for manufacturing inventory. Get back to doing the things that pay you. What you Really need is a “Dawn”. This service most often includes:
- Transaction Processing
- Reconciling bank accounts/credit cards
- Reconciling merchant accounts
- Accounts Receivable / Accounts Payable
- Periodic Reporting – for management purposes only
- Payroll
- Sales Tax Reporting
Business Services:
Hot Mess
We’ve never met a business owner who set out to create a hot mess. Most who find themselves in this situation have either faced spectacular success or personal challenges. But now, they are unexpectedly faced with a potential failure. A business can quickly spiral into crisis when bookkeeping is neglected.
- Catch-up Bookkeeping
- Reconciliation
- Sales Tax Filing
- System File Management
Need Help? We're ready. Call 860-282-2135
Need Help? We're ready. Call 860-282-2135
Business Services:
Non Profits
One of the primary challenges for nonprofits is tracking multiple revenue streams. Unlike businesses that rely mainly on sales or service income, nonprofits often receive funds from donations, grants, membership fees, fundraising events, and government contracts. Each source may come with specific restrictions on how the money can be used.
- Maintain Compliance Records
- Full Service Bookkeeping
- Annual Reports to Donors
- Managing multiple donation channels
- Categorize Fundraising
- Grant Reporting
Business Services:
Clean Up
One of the primary benefits of hiring a bookkeeper is organized record-keeping. A bookkeeper ensures that all financial transactions—sales, expenses, receipts, and invoices—are accurately recorded and systematically filed. This organization makes it easier to track cash flow, monitor budgets, and quickly locate documents when needed. This service most often includes:
- Full Service Bookkeeping
- Reconciling Bank and Credit Card Processing
- Sales Tax Preparation
