What We Offer
Build a Strong Foundation
Whether you're new to QuickBooks Online or need your existing file cleaned up, we'll create systems that support your business growth.
Services include:
New company setup
Chart of accounts design
Workflow optimization
System cleanup
Best-practice implementation
Get Back on Track
Falling behind on your books happens more often than you think. We specialize in organizing messy financials, correcting errors, reconciling accounts, and bringing your books up to date.
Perfect for business owners who:
Are months or years behind
Need tax-ready financials
Have inaccurate account balances
Want a fresh start with organized books
Ongoing Financial Support
Stay focused on running your business while we manage your books behind the scenes.
Monthly services include:
Transaction categorization
Bank and credit card reconciliations
Financial statement preparation
Monthly account reviews
Ongoing bookkeeping support
You'll receive accurate, organized, and up-to-date financial records each month.
Understand Your Numbers
Your financial reports should help you make decisions—not create confusion.
Receive clear, organized reports including:
Profit & Loss Statements
Balance Sheets
Cash Flow Reviews
Financial trend analysis
Business performance insights
CPA-Ready Financials
We maintain organized records throughout the year so your CPA has everything needed when tax season arrives.
This includes:
Clean reconciliations
Organized supporting documentation
Accurate financial statements
Year-end preparation support
Payroll Made Simple
We help ensure your team gets paid accurately and on time while keeping your payroll records organized.
Services include:
Payroll processing
Payroll account reconciliations
Payroll reporting
Employee setup assistance
Payroll support and guidance
Stay Compliant & Stress-Free
Sales tax requirements can be overwhelming. We help manage filings and reporting so you can focus on your business.
Services include:
Sales tax reporting
State sales tax filings
Sales tax account reviews
Filing support and compliance assistance
Accurate. Organized.
Tax season doesn't have to be overwhelming. We work closely with business owners to ensure financial records are organized, accurate, and ready for filing.
Our Tax Preparation Services include:
✓ Business Tax Return Preparation
✓ Individual Tax Return Preparation
✓ Year-End Financial Review
✓ Tax Document Organization
✓ Coordination with Your CPA or Tax Professional
✓ Filing Support & Guidance
Our goal is to make tax season smooth, efficient, and free of unnecessary surprises.
Know Where Your Books Stand
As a QuickBooks Online Certified ProAdvisor, I provide comprehensive bookkeeping reviews designed to identify errors, uncover opportunities for improvement, and ensure your financial records accurately reflect your business.
Many business owners are surprised to learn their books contain uncategorized transactions, unreconciled accounts, duplicate entries, inaccurate financial reports, or sales tax and payroll issues.
Our QuickBooks Diagnostic Review includes:
✓ Review of your Balance Sheet & Profit & Loss
✓ Bank & Credit Card Reconciliation Review
✓ Accounts Receivable & Accounts Payable Analysis
✓ Payroll & Sales Tax Review
✓ Review of Chart of Accounts Structure
✓ Identification of Cleanup Opportunities
✓ QuickBooks Best Practices Assessment
What You'll Receive
After the review, you'll receive a customized Financial Health Report outlining:
• Areas of concern
• Recommended corrections
• Potential financial risks
• Cleanup priorities
• Process improvement opportunities
• Recommended next steps
Whether you decide to make the corrections yourself or partner with HerrBooks & Co., you'll have a clear roadmap to accurate, reliable financials.
Perfect For:
✓ New clients considering bookkeeping services
✓ Business owners unsure if their books are accurate
✓ Companies preparing for tax season
✓ Businesses seeking a second opinion on their financial records
From Our Clients
Book an Appointment
Booking your appointment is simple, and our team is ready to provide the attention, care, and expertise you deserve. Let’s get started—pick a time that works for you.
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