✔ Categorizing income & expenses
✔ Reconciling bank + credit cards
✔ Producing monthly Profit & Loss
✔ Basic client portal support
✔ Keeping the books clean and accurate
❌ Payroll processing (running payroll, tax filings, W-2s/1099s)
❌ Paying bills / AP management
❌ Scheduling payments or managing cash flow
❌ Filing payroll tax forms or remitting payroll taxes
❌ Managing employees or contractor compliance
Zoho Books
Xero
We are willing to learn your software and make it easy on your and your accounting department to bring us in for reconciliations every single month!