What is included in our monthly bookkeeping services?

Every month we reconcile your bank and credit card statements, categorize income and expenses, and create key financial reports such as Balance Sheets, Profit & Loss, and Cash Flow Statements.

What accounting software do we work with?

We work exclusively with Quickbooks Online’s cloud accounting software. If you are using a different software and would like to switch to Quickbooks Online, we can transfer your books over to Quickbooks for you.

What types of businesses do you work with?

We provide bookkeeping services to small businesses and startups across various industries. Whether you’re a service-based business, a contractor, a freelancer, or an e-commerce business, we can handle your books. From solopreneurs to businesses managing a growing team, we tailor our services to fit your needs.

When will I receive my monthly reports?

We provide monthly financial reports that are delivered by the 15th of every month. This ensures that you are always up to date and ready to plan.

Can you help if I’m behind on bookkeeping?

Absolutely! We provide bookkeeping cleanup services. Whether you’re months behind or need corrections, we’ll bring your books back to order.

How do I get started?

Schedule a free consultation to discuss your needs, and we’ll create a customized plan for you.

How much will this cost?

We use a flat rate monthly fee and our pricing depends on your business needs. We’ll assess your financials during a free consultation and provide you with a personalized quote.

Where are you located?

We are located in Beaufort, SC. We provide online bookkeeping services to businesses in Beaufort, SC, the surrounding areas of the South Carolina Lowcountry, as well as businesses located anywhere in the US.