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Each business we work with is unique. Our job is to listen and build the package that’s right for your specific needs. Below you’ll find the list of our main services. Don’t see what your looking for? Let us know! We might be able to do that too.

During our initial consultation, we’ll discuss your overall bookkeeping & accounting needs, review the average volume of transactions, employees, and revenue and build an estimate custom to you.

Bookkeeping services

  • Bank transactions

  • Credit card transactions

  • Accounts Receivable

  • Accounts Payable

  • Payroll Management

  • Monthly Reconciliations

  • Monthly Reporting (P&L, Balance Sheet)


 

Accounting Services

  • Quickbooks Catch-up/Clean-up/Set-up

  • Chart of Accounts Review

  • Specialized Reporting

  • Project-Based Finance Tracking

  • Monthly Finance Review Meeting

  • 1099s

     

Coaching & Training Services

  • Quickbooks

  • Foundational Financial Literacy

  • Open Book Management

  • Policies & Procedures

© 2024 by PMB.

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