Business Details
We have been serving local small businesses in the region since 1999. Our founder, Joanne C. Kotsopoulos, brings over two decades of handson bookkeeping experience from restaurants to hotels to retail. We specialize in customizing accounting protocols to match each clients budget, learning style, and growth goals. We conduct thorough initial reviews to identify gaps that leave money on the table and replace them with streamlined processes. Our team maintains accounts payable, accounts receivable, bank and creditcard reconciliations, payroll, and salestax compliance with meticulous accuracy. We provide ongoing QuickBooks support, training, and troubleshooting to empower owners to manage their books confidently.
We collaborate with CPAs and EAs to prepare clean yearend files and adjusting journal entries that meet audit standards. We are committed to transparency, updating our clients manuals as their businesses evolve. We prioritize client success, ensuring every financial report supports strategic decision making. We uphold the highest professional standards, guided by a passion for precision and integrity. We are dedicated to helping small businesses take control of their finances so they can focus on growth.
We collaborate with CPAs and EAs to prepare clean yearend files and adjusting journal entries that meet audit standards. We are committed to transparency, updating our clients manuals as their businesses evolve. We prioritize client success, ensuring every financial report supports strategic decision making. We uphold the highest professional standards, guided by a passion for precision and integrity. We are dedicated to helping small businesses take control of their finances so they can focus on growth.
Highlights and features
- We have over 20 years of proven bookkeeping expertise since 1999.
- We customize accounting protocols to fit each clients budget.
- We maintain precise accounts payable, receivable, payroll, and tax compliance.
- We provide expert QuickBooks support, training, and troubleshooting.
- We collaborate with CPAs to deliver clean yearend reports.
Services
Initial Review
We conduct a comprehensive assessment of your current accounting protocols to pinpoint inefficiencies and gaps. This initial review targets small business owners who want to streamline financial processes and reduce time spent on bookkeeping. By providing a clear action plan, we enable you to reclaim focus on core business growth while ensuring accurate financial reporting.
Accounts Payable
We maintain and reconcile your accounts payable, ensuring all bills and payments are recorded accurately and on time. This service serves businesses that need reliable vendor payment tracking to preserve strong supplier relationships. Our meticulous approach reduces late fees and improves cash flow, giving you confidence in your financial stewardship.
Bank Reconciliation
We reconcile your bank accounts to match statements with internal records, catching discrepancies before they grow. This is essential for owners who want accurate cash balances and auditready statements. Our thorough reconciliations prevent errors, protect against fraud, and provide peace of mind when reviewing financial health.
Payroll Support
We manage payroll processing, tax filings, and employee record keeping to keep your workforce compliant and satisfied. This service targets businesses that need reliable, timely payroll without the administrative burden. By ensuring accuracy and meeting deadlines, we help you maintain employee trust and avoid costly penalties.
QuickBooks Support
We provide endtoend QuickBooks support, from initial setup to advanced troubleshooting and user training. This is ideal for owners who want to master the software without hiring a fulltime bookkeeper. Our guidance boosts efficiency, reduces errors, and empowers you to make datadriven decisions.
