Running your business is a full-time job, accounting 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 accounting 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.
We simplify and manage your accounting and finances so you can focus on achieving your dreams.
Your back-office support system
- Reconcile bank accounts
- Reconcile electronic transactions into QuickBooks
- Reconcile credit card accounts
- Prepare monthly financial statements
- Prepare monthly budget reports
- Tax planning
- General business consulting
- 1 tax planning appointment
- Annual financial statement only
Includes Basic plus:
Process bills and payments
- Track credit card expenses and receipts
- Process employee expense reports
- Prepare 1099s for contractors
- Provide digital access to paid bills
- Quarterly video conference to review key performance measures