• Record financial transactions
• Reconcile bank accounts
• Manage bank feeds
• Handle accounts receivable
• Handle accounts payable
• Work with your tax preparer & assist with tax compliance
• Prepare financial statements
• Make technology & process streamlining recommendations

No we will ask for read-only access to your bank statements. Which is a critical component of reconciling your accounts in Quickbooks.

RD Bookkeeping Solutions Can do your taxes personal and small business taxes.

• No more paying employee taxes or benefits for in-house bookkeepers. 
• Less paperwork. Everything is shared securely in the cloud via Dropbox or Google Drive.
• Cost efficient & effective.
• I can do your bookkeeping from anywhere that has internet. Ensuring we meet bookkeeping deadlines.

Yes, we would be happy to train you in keeping your own bookkeeping records & the processes that are involved in doing so.

We are experts & working with us will ensure you have accurate & organized financial data.

• A quick consultation to learn if we will be a good fit for each other’s business.
• An assessment of your bookkeeping needs.
• A signed Proposal / Engagement Letter before we start work.
• A copy of the previous Tax year information.
• Your EIN (employer identification number / Tax ID number)
• An active Quickbooks online subscription. If you don’t have one, we can get you setup.
• An Accountant invitation access to your Quickbooks Online.

Pricing is catered to each individual business based on each business’s needs.