Services
Every engagement starts with understanding your business. We build the right mix of services from there.
Full-Service Bookkeeping
Your transactions are categorized, your bank and credit card accounts are reconciled, and your reports are delivered every month. You get accurate financial data without having to manage it yourself.
Catch-Up Bookkeeping
Behind on your books? We'll clean up and organize past months or years of bookkeeping so you know exactly where your business stands.
Business Tax Returns
Annual federal and state business tax return preparation with all required schedules. When the same person who maintains your books prepares the return, nothing gets missed and nothing gets made up.
Payroll System Setup & Training
One-time payroll system configuration with hands-on training so you can run payroll yourself, correctly, from day one.
Full-Service Payroll
Running payroll every pay period including tax deposits, quarterly filings, and year-end W-2s. You focus on running the business while we handle every detail of getting your people paid.
Bill Payment
Managing accounts payable so bills get paid on time with tracking, scheduling, and recording. Every payment is documented and reconciled against your books.
Invoicing
We handle your accounts receivable so invoices go out on time and payments get tracked. You focus on the work while we make sure you get paid for it.
Fractional CFO
Part-time CFO-level support, cash flow forecasting, analysis, and strategic planning. You get experienced financial leadership without the full-time salary.
QuickBooks Online Setup & Training
Get QuickBooks Online configured correctly for your business from the start, with hands-on training so you actually know how to use it.
Construction Job Costing
Tracking labor, materials, and subcontractor costs by project to see profitability. Know which jobs make money and which ones don't before it's too late.