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Services

What We do

Bookkeeping Services

(Monthly or Weekly Bookkeeping)

Bookkeeping for businesses in RI (and throughout New England) include the following services:

  • Evaluate Accounting System – 1+hrs
  • Present detailed assessment of the system, with suggestions.
  • Initiate contract and price based on your business’s needs.
  • Monthly Bookkeeping Services may include:
    1. Accounts Receivable – Review for inaccuracies.
    2. Accounts Payable – Review for inaccuracies.
    3. Transaction Entry – Bank and Credit Cards.
    4. Payroll – Monthly entry only into system through your payroll co.
    5. Self Service Payroll
    6. Full Service Payroll
    7. Sales Tax
    8. All communications will be through email or a scheduled call or meeting
  • Produce Finance reports by the 15th of the following month.
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Real Time Bookkeeping

  • Evaluate Accounting System – 1+hrs
  • Present detailed assessment of the system, with suggestions.
  • Initiate contract and price based on your business’s needs.
  • Bookkeeping may include:
    1. Accounts Receivable
    2. Accounts Payable
    3. Transaction Entry – Bank and Credit Cards
    4. Self Service Payroll 
    5. Payroll Full Service 
    6. Escrow Management
    7. Sales Tax
    8. Job Costing
    9. Inventory Tracking
    10. Inter Company Bookkeeping
    11. We are available by anytime text, email or a scheduled call or meeting.
  • Financials produced by the 5th of the following month, depending on your industry.

WE ARE A Certified QuickBooks ProAdvisor

If you would like to take QuickBooks Online for a test drive, click this link: QuickBooks (intuit.com)
When you decide you would like to transition your bookkeeping to QuickBooks Online, we will work with you to select the appropriate version for your company’s needs. We can set up your company and you will receive a 30% discount on monthly pricing.
Also, QuickBooks runs promotions on subscriptions, so either way it’s a win, win!

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Consulting

  1. Evaluate Accounting System/Procedures – 1+hrs
  2. Initiate contract and price based on an hourly rate.
  3. Consulting may include evaluation of:
    • Procedure and/or system changes to create efficiency.
    • Suggestion of New Apps that work in conjunction with your current software based on your company’s specific needs.
    • Troubleshooting Financial Reports (Balance Sheet or Profit & Loss) irregularities.
    • QuickBooks Desktop or QuickBooks Online Training. We will email a detailed assessment/findings of the system/usage with suggestions and/or issues resolved.
    • Payroll – We are happy to recommend specific payroll companies based on your business’s needs.

Volunteer for Nonprofit Organization’s Client

  • If your non-profit organization assists clients in learning how to manage their finances better, we would like to help.
    This may include:
    1. Small instructional classes on budgeting.
    2. How to write a check correctly.
    3. How to balance a checkbook.
  • Don’t hesitate to contact us with a specific need; we may be able to accommodate you.
bookkeeping services for nonprofits in RI
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