Services

Bookkeeping Services

Streamline finances with Expense Tracking, Reporting, Invoice Generation, and Budget Monitoring for financial success.  

  1. Recording Financial Transactions
    • Transaction Entry:Inputting all financial transactions into a bookkeeping system (software or spreadsheet), including sales, purchases, expenses, and payments.
    • Categorization: Classifying transactions into appropriate categories (e.g., rent, utilities, supplies) to facilitate analysis and reporting. 
  1. Managing Accounts Payable and Receivable
    • Accounts Payable (AP): Tracking and paying vendor bills on time to maintain good vendor relationships and avoid late fees.
    • Accounts Receivable (AR): Creating and sending invoices to customers, tracking payments, and following up on overdue invoices. 
  1. Bank and Credit Card Reconciliation
    • Reconciling Statements: Comparing bank and credit card statements with internal records to ensure accuracy and identify any discrepancies or errors. 
  1. Generating Financial Reports
    • Profit & Loss (P&L) Statement
    • Balance Sheet
    • Cash Flow Statement
  1. Other Essential Bookkeeping Tasks

Project Research (Home or Business)

Business Research Services

Busy people and entrepreneurs need help finding all sorts of information, but they don’t always know where to look or what to do when they find it.  We can help research on any topic ranging from products, services, places, activities, and more

  • Research on Vendors, Suppliers, or Service Providers
  • Market Research
  • Industry Analysis
  • Competitive Intelligence
  • Customer Satisfaction Studies
  • Demographic Analysis

Home Research Services

Looking for that next quick getaway destination? Searching for all the chiropractors around your area? Wondering where you can find child-friendly museums that host private screenings?

  • Research on Service Providers
  • Research on Places
  • Research on Activities
  • Home Improvement Projects:

Home Management

Whether you are leaving town for the winter, going abroad for work or holidays, or selling a home that is temporarily vacant, we will help you be worry free. We will check on your home and make sure everything is in order when you cannot.

  • Checking in on vacant homes for peace of mind
  • Scheduling and attending home maintenance appointments
  • Meeting deliveries
  • House-sitting (watering plants, bringing mail/packages in)
  • Weekly scheduled visits

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