What We Do
Six core services that keep your books clean, your team paid, and your business moving forward.
Bookkeeping & Accounting
Comprehensive bookkeeping services to keep your financial records accurate and up-to-date.
Accurate, up-to-date financial records and monthly reporting so you always know where your business stands. We handle the day-to-day so you can focus on running your business.
What's Included:
- Daily transaction recording
- Accounts payable and receivable management
- Real-time financial reporting
- Bank and credit card reconciliation
- Monthly financial statements
Bookkeeping Cleanup & Review
Get your books back on track with our comprehensive cleanup and review services.
Behind on your books? We'll review your historical records, identify and correct errors, and get your financial statements up to date and audit-ready.
What's Included:
- Historical transaction review
- Account reconciliation
- Compliance verification
- Error identification and correction
- Financial statement preparation
Startups / New Accounting Setup
Launch with the right accounting foundation tailored to your business from day one.
We set up your chart of accounts, accounting software, and bookkeeping processes tailored to your business, so you start with a clean, scalable foundation.
What's Included:
- Chart of accounts setup
- Accounting software configuration
- Initial transaction recording
- Bookkeeping system training
- Process documentation
Payroll Admin & Support
Reliable payroll processing that keeps your team paid accurately and on time.
Reliable payroll processing, withholding, and year-end reporting that keeps your team paid and compliant. We handle the details so you never miss a deadline.
What's Included:
- Payroll processing and scheduling
- Employee payroll setup
- Payroll tax filings
- Direct deposit management
- Year-end W-2 and 1099 preparation
Small Business Consulting & Advisory
Financial insights and guidance that turn your numbers into clear, actionable decisions.
Cash flow forecasting and financial dashboards that turn your numbers into clear, actionable decisions. We partner with you on strategy, not just bookkeeping.
What's Included:
- Cash flow forecasting
- Financial dashboards and KPIs
- Budget planning and analysis
- Growth strategy guidance
- Monthly advisory meetings
Quarterly Filings
Timely, accurate quarterly filings that keep you compliant and penalty-free.
Timely, accurate quarterly filings with deadline tracking so you stay compliant and avoid penalties. We reconcile before filing and review every return for accuracy.
What's Included:
- Quarterly tax preparation
- Estimated tax calculations
- Filing deadline tracking
- Reconciliation before filing
- Filing compliance review
Industries We Serve
Specialized expertise tailored to the unique financial needs of your industry.
- Project management & job costing
- Subcontractor payments & 1099s
- Budgeting and cash management
- Inventory management
- Food & labor cost reporting
- Menu pricing
- POS integration
- Inventory management
- Platform integrations & automation
- Sales tax compliance
- STRs, LTRs
- Fix & Flips
- Profitability and cash flow reporting across multiple business entities and properties.
- Complex Billing & A/R Management
- Privacy & Trust Compliance
- Productivity & Profitability
- Donor Funds & Restrictions
- Functional Expense Reporting
- Form 990 Compliance
Frequently Asked Questions
Get answers to common questions about our services