“Together, we will create a bookkeeping service designed specifically to meet your budget, needs, and goals.”

- Cameron L. Chan

Key Services

A comprehensive assessment of your QuickBooks Online setup and financial data

  • Identify data entry errors and omissions

  • Avoid costly fees and penalties

  • Ensure data is current

  • Ensure financials are ready for tax preparation

This is the key to a solid foundation and reliable reports

  • Troubleshoot and resolve issues that have mangled your books

  • Classify / Reclassify transactions and reconcile accounts

  • Provide revised reports based on real information

The Basics

  • Identify and enter missing transactions

  • Delete duplicate transactions

  • Reclassify transactions as needed

  • Reconcile accounts

  • Financial Reports

  • 2nd pair of eyes on your books

  • Manage the challenges to ensure a smooth migration

  • Includes a debrief meeting and actionable plan

Client Reviews

  • "We are super pleased with your professionalism in answering our calls and e-mails. We were at a loss. When you took over our bookkeeping, we knew you were God-sent! We have learned a lot from this experience, and we owe you a debt of gratitude."

    Mary C.

  • "We cannot fully express our gratitude for the bookkeeping work you did for us. You have been extremely patience and supportive as you work through our books. We appreciate the additional tools, and shared best practices. I feel incredibly fortunate to have you as our partner."

    Kathy R.

  • “You were by far the best bookkeeper I have ever worked with. It is so unusual to find someone who do what they say they will do and within the promised timelines.”

    Steven U.

  • “What a wonderful surprise! It is so kind and remarkable for you to remember my business turns 25 this year. I am blown away by your generosity and thoughtfulness...”

    Barton W.