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Individualized Accounting Care

Pebble Beach
Sandy Beach

Finance Reporting

We offer monthly cash basis financial reporting for all our clients. This includes a profit & loss and balance sheet. These reports offer you insight to the financial standing of our business . They can allow you to make sound decisions regarding business investments as well.

Transaction + Expense Recording

We reconcile your bank accounts monthly to confirm, your reports are correct. We can link your bank account to directly import to Quickbooks! This allows us to classify expenses as soon as they're reported.

Support for Quickbooks

First time Quickbooks Online user? Setting up QBO (Quickbooks Online) can be daunting! We can set up your bookkeeping accounts and services for you. Utilizing proper QBO settings is an integral part of accurate bookkeeping and year end financials. We will ensure your books are set up for success. We can also get your subscription at discounted prices and train you on the program.

Services: Services
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