We provide comprehensive QuickBooks Online bookkeeping services designed to keep your financial records accurate, organized, and reliable.

Our QuickBooks bookkeeping support includes:

• Setting up or reviewing your QuickBooks Online account

• Recording and categorizing income and expenses

• Monthly bank and credit card reconciliations

• Accounts receivable and accounts payable tracking

• Reviewing transactions for accuracy and consistency

• Preparing monthly financial statements:

  • 1. Profit & Loss

    2. Balance Sheet

    3. Cash Flow Statement

• Clean-up and catch-up bookkeeping for past periods

• Ongoing monthly bookkeeping and maintenance

• Submission of 1099-NEC for vendors

Our goal is to ensure your QuickBooks file reflects the true financial position of your business, so you always know where you stand.

We provide business data analytics services using Excel to help you understand performance, trends, and key business metrics.

Our data analytics support includes:

• Cleaning and organizing raw business data

• Structuring data for analysis and reporting

• Creating Excel-based dashboards and summaries

• Identifying trends, patterns, and performance gaps

• KPI tracking and performance measurement

• Comparative analysis (period-over-period or actual vs target)

• Clear insights to support operational and financial decisions

Our goal is to turn complex data into clear, actionable insights that support better decision-making.

We build custom financial models in Excel to support planning, forecasting, and business evaluation.

Our financial modeling services include:

• Revenue and expense forecasting

• Cash flow projections

• Profitability and break-even analysis

• Assumptions-based modeling

• Scenario analysis (best case, worst case, expected case)

• Short-term and long-term financial projections

• Decision-support models for growth and planning

These models provide a structured financial roadmap to help business owners plan with confidence.

We prepare professional, well-structured business plans supported by realistic financial projections.

Our business plan services include:

• Executive summary preparation

• Business and revenue model explanation

• Market and industry overview

• Financial projections and assumptions

• Cash flow and profitability outlook

• Clear presentation for lenders, investors, or internal use

Each business plan is designed to clearly communicate your business idea, strategy, and financial outlook.