Types of services we offer include: Bookkeeping / Accounting - Monthly/ ongoing bookkeeping services - Annual catch up bookkeeping service, often in preparation for tax season - Start up/ New business set up of accounting software and systems for financial tracking Quickbooks Online Consulting - Quickbooks Check Up to make sure your finances are tracked accurately - Error Diagnosis to identify and correct mistakes - Training for business owners or your employees who want to do it themselves Retirement Planning - For Business Owner including financial plan, recommendations for best retirement vehicle and investment advice - For Employees including recommendations for retirement planning set up and implementation - Personal financial plan to make sure you are on track to reach your goals Charitable Giving - Annual donation plan based on your values and goals - Donor Advised Fund including plan creation and investment advice