That's a common starting point, not a special project. We clean up backlogged reconciliations and fix a disorganized chart of accounts before moving into regular monthly upkeep.
Athena runs on one connected relationship rather than a menu of separate services, so your bookkeeping, tax filing, and tax planning all work together under one roof.
If you're only looking for one piece to start, tell us where you are and we'll talk through what makes sense for your situation.
Yes. We tag and track by line of business so you can see which parts of your business are truly profitable, not just a single combined number.
QuickBooks is the tool. Someone still has to reconcile it every month and catch mistakes before they turn into a tax problem.
Most business owners who try to handle it themselves fall behind within a few months, not because the software is hard, but because it's not the best use of their time.
It depends on your transaction volume and how complex your books are. Rather than post a number that doesn't apply to your specific situation, we'd rather look at your business first and give you a straight answer on a call.
Monthly reconciliation of your bank and credit card accounts, categorization, and financial reports delivered on a set schedule.
If your books are already behind, we start with cleanup before moving into regular monthly maintenance.
Just reach out for a free quote. We’ll walk you through every step, from planning to finish.
We accept credit cards, checks, and bank transfers. Let us know what works best for you.
Call, email, or use our contact form. We’re here to help and usually reply the same day.
Yes, you can make changes or cancel anytime before work begins. Just let us know.
Still need help? We’re happy to chat.
