Services

Full-Service Bookkeeping

Transaction categorization, bank and credit card reconciliation, and monthly reporting. You run your business and we keep the books accurate and up to date.

Catch-Up Bookkeeping

If your books are months or years behind, we'll sort through the backlog, reconcile everything, and get you current so you can move forward with clean records.

Bill Payment

Managing accounts payable so bills get paid on time with tracking, scheduling, and recording.

Invoicing

Handling accounts receivable with invoicing and payment tracking. We create and send invoices, follow up on outstanding balances, and keep your records accurate so you actually collect what you earn.

Payroll System Setup & Training

We configure your payroll system correctly from the start and train you to run it on your own. You get a working setup with the confidence to process payroll yourself every pay period.

Full-Service Payroll

Running payroll every pay period including tax deposits, quarterly filings, and year-end W-2s.

1099 Preparation

We prepare and file 1099 forms for your contractors and vendors. Every form is accurate, delivered on time, and filed with the IRS so you stay compliant without chasing paperwork yourself.

QuickBooks Online Setup & Training

Configuring QuickBooks Online for your business with a proper chart of accounts, connected integrations, and hands-on training so you can use it confidently on your own.

Sales Tax Management

We handle sales tax from calculation to filing. Rate tracking, on-time submissions, and proper documentation so you never miss a deadline or pay the wrong amount.

New Employee Onboarding

Collecting new employee forms, certificates, and background verification documents so everything is complete and organized before their first day. We handle the paperwork and send it to HR ready to file.

Budgeting & Cash Flow Forecasting

We build budgets and cash flow projections that help you plan for expenses, spot shortfalls before they hit, and make business decisions based on real numbers instead of gut feelings.

Fractional CFO

Part-time CFO-level support for businesses that need financial strategy, analysis, and planning without the cost of a full-time hire.

Inventory Accounting

Tracking materials, supplies, and inventory items with proper counts and valuations. Know what you have, what it cost, and what it's worth so your financial statements actually reflect reality.