Buried in a project or process? Here is a list of one-time projects we can help you out with:

• Year-to-date catch up or clean up

• Business Advisory Services

• Software implementation

• Creation of Annual budget

• Audit support files

Get your books up to date with timely monthly reports that are accurate.

• Categorize income and expense transactions

• Track mileage and reimbursements

• Receipt management

• Monthly account reconciliations

• Monthly financial statements

• Annual coordination with tax accountants

Its like having an accounting department but without all the HR paperwork and meetings.

• Basic Bookkeeping Service plus…

• Invoice creation and accounts receivable management

• Bill payment and accounts payable management

• Coordination with third party payroll processor

• Fixed asset management

• Inventory tracking and analysis

Let’s hold onto more of that money you earned.

• Review work of the existing bookkeeper

• Budget creation and monthly analysis

• Key Performance Indicators and analysis

• Cashflow management

• Forecasting

• Business advisory services

We utilize Gusto as our recommended payroll provider. Gusto payroll is easy to use and loved by our clients with easy, transparent pricing. They have HR experts, who easily track PTO, and more.

We believe in efficiency & systems, so we're passionate about setting all of our clients up on Quickbooks Online. This setup or migration from another system is included in our onboarding, as is the subscription fee as long as you work with us. If we part ways, we'll transfer ownership of it all to you.

Have your own bank? No problem. Looking for a new bank? We recommend Relay Bank, a modern bank that is used to help power people and small business

We believe in maintaining sound monthly records including statements, receipts, and workpapers. This provides a story given at a place in time which is valuable for audit proof books. Although we prefer Google Workspace, we also play nice with Microsoft office products.