432 W. Bakerview Rd., Suite 201, Bellingham, Washington 98226, United States

Phone: (360) 306-4597

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Services We Offer

Just Getting Started

  • Selecting Accounting Software
  • Setting up the chart of accounts
  • Training in the basics
  • Establishing Standard Procedures and Internal Controls
  • Understanding Local, State and Federal Tax Obligations
  • Bookkeeping, reports and tax filings

Maintaining a Routine

  • Optimizing Accounting Software
  • Accounts Receivable
  • Accounts Payable
  • Processing Payroll 
  • Generating Financial Statements
  • Monthly Reconciliations
  • Identifying Success Measures
  • Specialized Reports (Dashboards)
  • Preparing for the Accountant

Managing a Transition

When an employee leaves:

  • Temporary help until the new bookkeeper arrives.
  • Help with hiring the right person
  • New Employee Training

When my software is failing me:

  • Software Selection
  • Software set-up and implantation
  • Training and Support