Running your business is a full-time job,
bookkeeping is ours.

With us, it's personal

We are a small business serving small businesses. Our experts care about your business and will be there for the journey.

Daily bookkeeping and payroll

Daily transaction classification and expense tracking keeps your books clean, accurate and reliable, and payroll is seamlessly integrated.

Bill pay and invoicing

We make outgoing payments on time and seamlessly manage your cash flow.

Business tax planning and preparation

We plan, prepare and file your tax returns so you are always compliant.

Reporting and advice

We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.

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Your office support system

  • Monthly bank feed management
  • Monthly reconciliations of cash and credit cards
  • Fixed, predictable monthly fees
  • Customer service guarantee
  • Unlimited support
  • Source document collection and capture
  • Guaranteed federal tax filing by February 10th of each year
Includes Basic plus:
  • Financial Reports
  • 1 hour complimentary training/consulting
  • Federal tax return preparation
  • Guaranteed reports by 15th of each month
Includes Standard plus:
  • Weekly bank feed management
  • Reconciliations of all accounts
  • Private Slack Channel for quick communication
  • Financial Reports
  • Advisory Services
  • Unlimited Consulting
  • Guaranteed reports by the 10th of each month
Possible Add-Ons
to each package:
  • Accounts Receivable
  • Accounts Payable
  • Expense Management
  • Financial Analysis and Advisory Services
Other Services We Offer:
  • Business Foundation Services – for brand new businesses
  • Tax preparation
  • QuickBooks Training
  • Unlimited Support Packages for DIY bookkeeping
  • Setup of QuickBooks Online
  • Migration over to QuickBooks Online
  • Payroll Setup and Processing
  • Excise/Sales Tax filings
  • Annual LLC renewals
  • 1099 Preparation