Bookkeeping, Advisory Services, and Strategic Guidance for Small Businesses

You are part of a growing number of small business owners who realize that their business, and its continued success, is worth outsourcing when needing professional financial services. OSWN is here for you.

Our services are designed to manage and look after your business financials so you can focus on what you do best, operate and grow your business. And more importantly, time to enjoy and celebrate all your hard work!

Two women are sitting across from each other at a round table in a bright room with large windows. The woman on the left, with long wavy brown hair, is speaking and gesturing with her hands. The woman on the right, with short curly hair, is listening attentively.

Start from Scratch

Are you a business that doesn't have a current bookkeeping system in place or a new business just starting? We will create and organize an electronic company file that incorporates all your business transactions for the current year. Your books will be all caught up and easy to maintain your finances moving forward.

  • Creating QuickBooks® subscription

  • Creating a new company file

  • Setting up a chart of accounts customized for your business

  • Setting up your customer list

  • Setting up your vendor list

  • Creating a custom invoice template

  • Setting up state sales and income tax schedules

Large stacks of cluttered papers and files stacked on a desk in an office with fluorescent ceiling lights.

Catch and Clean Up

Are you an established business looking to outsource tasks? We specialize in messy books!  We will systematically start organizing your financial information and work forward until your bookkeeping is completely up to date.

  • A comprehensive review of your bookkeeping system – verifying that your chart of accounts is optimized for your business and making sure your accounts are set up properly

  • Post month to month reconciliations of your bank account and credit card transactions.

  • Correct prior entries and set up processes for consistent accuracy

  • Analyze your company file to ensure data accuracy

  • Prepare your books for tax filing

A top-down view of a workspace with a black coffee mug, an open tax document, a smartphone with a calculator app, a pen, and a sticky note on a black surface.

Maintain and Manage

Are you ready to get time back along with some peace of mind? Once your business is up to date, we manage your monthly bookkeeping responsibilities so you can focus on serving your clients and growing your business.  We offer several different packages and can tailor our services to meet your needs, including:

  • Collect and reconcile bank statements

  • Collect and reconcile credit card statements

  • Review and adjust accounts based on monthly statements

  • Profitability analysis

  • Monthly financial reporting (and how to read them)

  • Custom Reporting as needed

  • Email, Phone, and Text Support

Schedule Your Complimentary Call

The first step is to schedule a no-obligation, complimentary consultation so we can learn about your small business accounting needs. Our dedicated team understands the challenges small businesses and individuals face when it comes to financial organization. We provide frequent and open communication and proactive guidance.

Please fill out the form on this page to get the process started! We will contact you within 1-2 business days.