Range of services include:

• Part-time, ONSITE bookkeeping when you need us.
• Part-time, OFFSITE bookkeeping when you need us.
• One-time or periodic review & enhancement of accounting records.
• Quickbooks conversion and training.

Examples of our services include:

• Processing and recording of checks, deposits, and payroll.
• Reconciling monthly bank statements and credit cards.
• Developing customized reports and cash flow spreadsheets.
• Creating year-end packages for tax preparers.
• Analyzing and reporting forecasts and budgets.
• Tracking and recording investments.

Our Clients include:

• Multiple property management and development companies.
• Service companies including; contractors, dentists, electricians, plumbers, publishers, producers, hair salons, sign makers, mortgage brokers, lawyers, and funeral homes.
• Retail companies including; liquor stores, restaurants, plumbing suppliers, and appliance retailers.
• Numerous non-profit organizations.
• Individuals for personalized budgeting/bookkeeping services.

What Proactive Bookkeeping can do for you:

• Part-time, on-site bookkeeping – We will work at your site for up to 1 day per week handling your day-to-day bookkeeping needs.
• Part-time, off-site bookkeeping – We can receive your bookkeeping information at OUR site, and act as your back office bookkeeper. We will update your records from OUR offices, pay bills, record deposits, reconcile bank and credit card information. We keep you informed of your progress through periodic reports, and are equipped to answer questions from your CPA, your banker, your payroll processor, your vendors, etc.
• One-time or periodic cleanup work – We will customize our services to handle complete cleanup and automation of your current accounting records, and then periodically update your records to make sure your information remains accurate for your year-end tax preparer.
• Quickbooks conversion and training – We will assist you with the implementation of Quickbooks, convert current information or input manual data, and create customized reports to meet your needs.