Spot On Solutions
We are dedicated individuals who believe in what small business is all about — personal relationships with the customer, greater accountability, loyalty and transparency, with a strong sense of social responsibility in our community. We believe in providing that to our clients, whatever it takes.
Meet Caitlin & Greg
Hi, we're Spot On Solutions!
Established in 2013, our mission is to empower the small business community by providing knowledgeable, personalized, and cost-effective financial services.
Services We Provide
We offer a wide range of services - as diverse as our clients.
Accounts Receivable: Invoicing and Reimbursables
This is one of the most essential pieces of the puzzle; getting paid! We help write and track customer invoices and payments, bill for employee hours and reimbursable expenses, even set up customized designs for your invoices!
Data entry of bank statements, credit card charges, checks, bills, and other transactions. We are mindful of how each transaction is classified, to make sure you get the most out of your tax deductions and claim every possible business expense you can.
Streamlining your monthly bills and ensuring they are paid on time and helping you set up automatic bill pay services, if desired.
Account Reconciliation & Reporting
Reconciling monthly transactions and providing timely financial statements.
Quickbooks Installation and Set-Up
Quickbooks is the primary software we use for business and personal bookkeeping. We take your company's data and create a Quickbooks file for your accounts. We even show you the basics of using Quickbooks to stay organized!
Custom financial reports
Budget preparation and management
Research and resolve past accounting errors
What Our Happy Clients are Saying...
"I am ecstatic with Spot On Solution's commitment to my personal and small business finances - their meticulous bookkeeping for year 2012 saved me tens of thousands of dollars towards my tax bill. Hire Spot On Solutions immediately! You'll be so glad you did."