Our Services
From monthly bookkeeping to cash flow forecasting, we offer the support your business needs to stay organized and make informed decisions. Pick what fits or let us handle it all.
Full-Service Bookkeeping
Transaction categorization, bank and credit card reconciliation, and monthly reporting. Your books stay current so you can focus on running the business.
Catch-Up Bookkeeping
If your books are months or years behind, we clean them up, organize everything, and bring your records current so you can move forward with clarity.
Bill Payment
Managing accounts payable so bills get paid on time. We handle the tracking, scheduling, and recording so nothing slips through the cracks and your vendor relationships stay strong.
Invoicing
We handle your invoicing and payment tracking so you get paid on time without chasing customers yourself.
Payroll System Setup & Training
One-time payroll system configuration with hands-on training so you can run payroll yourself with confidence.
1099 Preparation
We prepare and file your 1099 forms for contractors and vendors so you stay compliant with IRS reporting requirements. Accurate forms, delivered on time, with none of the headaches.
QuickBooks Online Setup & Training
We configure QuickBooks Online for your business and train you on how to use it properly. You get a system that fits your operations and the confidence to manage it yourself.
Sales Tax Management
Handling sales tax from calculation to filing with rate tracking and on-time submissions. You stay compliant without having to think about it.
External Controller
A second set of eyes on your books. We provide oversight, review, and reporting alongside your existing accounting staff to catch errors, enforce consistency, and give you confidence in the numbers.
Budgeting & Cash Flow Forecasting
Creating budgets and projecting cash flow to plan for expenses, identify shortfalls, and support informed business decisions.
Financial Strategy
Analyzing financial data to guide business decisions on growth, profitability, pricing, and resource allocation. We help you understand what your numbers are telling you and act on it.
Fractional CFO
Part-time CFO-level support, cash flow forecasting, analysis, and strategic planning.
Inventory Accounting
We track your materials, supplies, and inventory items with proper counts and valuations so your books reflect what you actually have on hand. This gives you accurate cost of goods sold and real profit numbers.
