Transaction categorization, bank reconciliation, monthly financial statements, and regular check-ins to review your numbers together. Exact services are customized to your needs.
Not at all! Getting things set up correctly from the beginning saves time, money, and headaches down the road.
A QuickBooks ProAdvisor is a bookkeeping professional that is trained, tested and certified by Intuit based on their QuickBooks knowledge and proficiency.
Our value-based flat fees are based on the size and complexity of your business. We work with you to understand your needs and happily provide a written proposal within 24 hours.
Cloud based accounting systems use digitized records. These systems have the same level of encryption as major banks, using strong password and hashing algorithms so your offline accounting stays hidden.
No! While I’m based in Culpeper, I work with clients throughout Virginia using QuickBooks Online and video calls.
We understand that getting your questions answered in a timely matter is important. No more waiting on “hold” or email tag with QuickBooks support. When you partner with Abacus Advisors, monthly or quarterly calls to review financial statements are standard. During business hours, clients can always reach us by phone, text, or email.
When clean-up work is indicated, we provide you with a required documents list. Monthly bank statements and receipts can be uploaded and shared securely within QBO software, or through cloud-based storage such as Dropbox.
That’s ok, we can help clean up any missing, messy, or duplicate transactions from the past to get things back on track.
Yes! I have experience with nonprofit bookkeeping and understand the unique reporting requirements.
Let’s talk about it! We love troubleshooting and solving puzzles. Let us help you optimize your business by thinking outside the box.
Tax prep is a specialized field and outside the scope of our services. However, we can close your books at year end and get you organized for tax time. We can recommend a tax professional for you, or provide your CPA with whatever they need to file on your behalf.