Services

  • monthly bookkeeping

    Our monthly bookkeeping packages are customized to meet the needs of your unique business. Base services include:

    - Account Reconciliation - Transaction Categorization - Financial Statement Prep/Interpretation - Year-End Financial Documentation - Cloud-Based Accounting Software

    We look for ways to increase cash flow and set you on a path for future growth!

  • Catch-up/Clean-up

    Are your books currently a mess, giving you headaches or stressing you out because you’ve fallen behind?

    Are you ready to get them up-to-date (and tax-ready!) so you can see the financial health of your business at any given time?

    We’re here to help! We will transform your books with detail and accuracy, preparing you to make informed decisions on the future of your business. We’ll set YOU up for success!

  • Additional Services

    Prefer a hands-off approach to managing your bookkeeping? Additional services:

    -Quickbooks set-up and training. -Accounts payable/accounts receivable -Payroll Management - Gusto -Sales Tax Filing -1099 Filing -Quarterly Tax Estimates -Receipt Management - Hubdoc

    We lift the load, you pursue your goals!

“For everything we don’t like to do, there is someone out there who is really good, wants to do it, and will enjoy it.“

- Josh Kaufman