Bookkeeping & Consulting Services Tailored to You
Where should we Start?
01.Fresh Start- New Company Setup
At Checking the Books, our "Get your books Setup and Established" service offers a warm, supportive 'Day-One Success' financial blueprint designed for new businesses. We carefully select and set up cloud accounting software, payroll, and expense management tools, while creating a custom Chart of Accounts that fits your unique business model. We also make sure banking and workflow integration run smoothly through automation, so you can focus on growth with confidence.
02.Quickbooks Destop to QuickBooks Online Transition
Don't let an outdated QuickBooks Desktop version slow you down. At Checking the Books, we offer tailored transition services to safely migrate your data to QuickBooks Online, allowing for a complete historical transfer or a streamlined, semi-fresh start. Experience accurate books and confident growth with our expertise in seamless integrations.
03.Monthly Bookkeeping
Monthly Bookkeeping At Checking the Books, our Monthly Bookkeeping service delivers comprehensive financial management tailored for small and medium enterprises. We specialize in data entry, financial statement preparation, and expense tracking, ensuring accuracy and compliance. Let us streamline your financial workflow so you can focus on growth, with timely reports you can rely on.
04.Cleanup & Catchup your Financials
Cleanup & Catchup your Financials service at Checking the Books. The main goal of this engagement is to bring your historical financial records up to date and make sure everything is fully accurate. We’ll carry out a thorough review, reconcile outstanding ledger balances from previous periods, and rebuild any missing historical entries, creating a clear financial baseline for future tax compliance and confident growth. We’re here to help you get back in control of your financials.
05.Zoho Services
At Checking the Books, our Zoho Services offer a full-service consulting experience tailored for your business. We listen to your unique challenges, create affordable and scalable solutions, and integrate the right Zoho applications for seamless operations. With our ongoing support, we aim to enhance transparency and accuracy across your data and workflows, ensuring you achieve confident growth with precise financial management.