01Monthly bookkeeping
For small businesses that want reliable books without doing the reconciliation themselves. We categorize transactions, reconcile bank and credit-card accounts, complete your monthly close, and deliver a profit & loss, balance sheet and cash-flow reports. Together we agree a guaranteed monthly close date.
02Catch-up & clean-up bookkeeping
For businesses months or years behind, with messy QuickBooks or unreconciled accounts. We review the file and statements, identify missing information, put transactions in the right categories and reconcile the balances. A few months behind usually means a few weeks of work; a year or more takes longer. We give a realistic timeline after reviewing your books at the consultation.
03QuickBooks Online setup, cleanup & training
For new businesses starting from day one, or owners who need to fix a messy file and feel confident using it. We organize your chart of accounts, set up the accounts your business needs, clean up existing records and explain everyday tasks. Your books live in YOUR QuickBooks Online, with full access at all times.
04Payroll
For businesses paying employees and needing help with payroll processing and payroll tax filings. We help keep payroll organized so pay runs and filings are handled consistently. Confirm the exact scope, payroll schedule and filing responsibilities at your consultation.
05Tax-ready financials & 1099 prep
For owners preparing for year-end and businesses using contractors or subcontractors. We organize the year-end books your CPA can use and help prepare 1099s. We do not prepare tax returns ourselves; confirm the year-end scope at consultation.
06Invoicing & bill pay
For owners spending too much time chasing invoices and juggling bills. Accounts receivable (A/R) means sending invoices and tracking who owes you. Accounts payable (A/P) means organizing and paying bills on time. We agree the approval process with you so you stay in control.
07Sales-tax filing
For businesses selling taxable goods or services in Louisiana. State and parish sales tax can be complicated: different reporting responsibilities need careful attention. We handle Louisiana state + parish sales-tax filings for you, with the relevant scope and filing schedule agreed at consultation.
08Financial reporting
For owners who want to understand performance, not just receive a spreadsheet. Your profit & loss shows income and expenses; your balance sheet shows what you own and owe; cash-flow reporting shows where money comes from and goes. We explain each in plain English.
09Advisory / CFO-lite
For small businesses planning the next step without needing a full-time finance team. We help with cash-flow planning, budgets and seasonal decisions, including hurricane-season planning. The focus is practical: what is coming in, what needs paying, and what to plan for next.
10Virtual bookkeeping
For businesses anywhere in the U.S. that want a virtual bookkeeper without the travel. We offer 100% remote onboarding, work with QuickBooks Online and cloud books, and use secure document sharing and video-call consultations. Based in Greater New Orleans, we provide remote bookkeeping nationwide, with the same monthly close and clear reporting as local clients.