Our Services.

Monthly Bookkeeping Services

  • Bank and credit card reconciliations
  • Income and expense categorization
  • Monthly financial statements (Profit & Loss, Balance Sheet, Cash Flow)
  • Custom reporting to help you understand business performance
  • Ongoing support and communication

Fractional CFO Services

  • Financial planning and analysis
  • Budgeting and forecasting
  • Cash flow management
  • Profitability and KPI reporting
  • Strategic business planning and advisory

Payroll Processing

  • Employee setup and maintenance
  • Direct deposit and tax withholdings
  • Payroll tax filings and compliance
  • Year-end W-2 and 1099 preparation

Quickbooks Online Setup & Cleanup

Setup Includes:

  • Quickbooks Online account setup and customization
  • Chart of accounts tailored to your business
  • Integration with banks, credit cards, and key business apps

Cleanup Includes:

  • Review and correction of past transactions
  • Account reconciliations and data cleanup
  • Removal of duplicate or incorrect entries
  • Optimization for accurate financial reporting

Sales Tax Filings

  • Monthly, quarterly, or annual sales tax reporting
  • Multi-state sales tax compliance
  • Audit support and documentation organizationt

Accounts Payable & Accounts Receivable Management

  • Manage vendor bills and payments accurately and on time
  • Track customer invoices and collections efficiently
  • Monitor outstanding balances to improve cash flow
  • Maintain accurate records for better financial insights

Why Choose Us?

We combine professional bookkeeping, accounting, and CFO expertise with the latest cloud accounting tools to deliver accurate, efficient, and scalable financial solutions for small and mid-sized businesses.

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