Bookkeeping – NAI Consulting

Essentials

Getting the basics right.

Leave the books to the pros.

Classification of bank entries
Reconciliation Reports
Manage your Financial Statements: Profit & Loss (Income Statement), Balance Sheet, General Ledger
Monthly Financial Consultation Call to showcase the numbers and discuss optimization strategies

Take support to the next level.

Classification of bank entries
Reconciliation Reports
Manage your Financial Statements: Profit & Loss (Income Statement), Balance Sheet, General Ledger, Accounts Payable, & Accounts Receivable
Invoice Management (send out/follow-ups)
Monthly Financial Consultation Call to showcase the numbers and discuss optimization strategies

We work exclusively with QuickBooks online.

We do not do tax returns, but we can work with your preferred CPA to make sure they have everything they need, removing the stress of tax season.

We work exclusively with small businesses that have 2 years of recorded profits.

We do not provide payroll services.

We do not provide inventory management services.

Looking to bring bookkeeping in-house? We also offer a customized setup package to support your transition.

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