Our bookkeeping services are tailored to your business needs. Whether you need us on a daily, monthly, or quarterly basis, we can help you keep your books clean to ultimately save you time and money.

We offer a wide range of virtual services including:

Small Business Accounting

The core of our business is ongoing bookkeeping solutions that include recording and categorizing daily transactions, bank, credit card & loan reconciliations, customized monthly reports and advice to support growth, document preparation and reports for your CPA, and much more.

Historical Clean Up / Catch Up

We can take neglected or unprocessed bookkeeping projects and bring them up to date, whether that’s for the current tax year and/or for previous tax year(s). We then establish a bookkeeping system that works for your business and ensures everything is captured and ready for financial review by your CPA.

System Set Up

An ideal way for new businesses to set up their accounting. We will discuss where your business is, and where you want to go. We can recommend a variety of systems available, and will help you set them up. We will also review a chart of accounts as we establish an accounting process that works well for your business.

Consulting

Private consulting services based on your specific needs. Whether it’s training on a specific platform such as QBO, Gusto, FreshBooks, or Wave Accounting, learning how to file sales tax, creating Standard Operating Procedures (SOPs), revise your Chars of Accounts, or resolve any other financial pain point in your business operations.

Payroll Processing

We have experience working with several payroll providers including Gusto, QBO Payroll, FrankCrum, and CoAdvantage. We can handle on-boarding/off-boarding, time tracking, salaried or hourly payrolls, and contractor payments. Whether you just need payroll set up, vetting and filing of 1099s or W-2s, or advice choosing a payroll processor, we are here to help.

Additional Services

We have an extensive list of additional services including accounts receivable/payable management, bill pay services, budgeting, cash flow, registered agent services, filing annual reports, job costing, inventory maintenance, and filing sales tax.

We work for a variety of local & national clients such as:

  • Attorneys

  • Clubs & Associations 

  • Consultants

  • Contractors

  • Doctors

  • Family Household Accounting & Budgeting

  • HOA’s

  • Product Development Companies

  • Property Owners

  • Retail Owners

  • Web Developers

  • Wedding Planners