We offer far more than just data entry. We offer a range of services that form the financial foundation of your business, ensuring everything from daily transactions to long-term strategic planning for exponential growth.

Foundational Services

Financial Data Entry: Meticulously recording and categorizing all financial transactions, including income, expenses, and payments promptly.

Accounts Payable & Accounts Receivable

We keep you updated on money flowing in and out of the business, including processing invoices for clients and paying bills to vendors.  

Bank and Credit Card Reconciliation.

Checking that every transaction in your bank and credit card statements matches what is recorded in your books, catching any discrepancies or errors.  

Invoicing and Payroll

Handling regular payments to employees and subcontractors, as well as creating and sending invoices to clients to ensure timely payments.  

Cash Flow Management

Tracking the movement of cash helps the business you understand your business’s real-time financial position and manage liquidity.  

Receipt and Document Management

Organizing and storing essential financial records, such as receipts and invoices, for easy access and tax readiness.  

Reporting and Analysis

Beyond the day-to-day, we create meaningful financial reports that provide insight into your business’s financial health.

Audit Protection

Proper bookkeeping helps a business avoid audits by maintaining accurate and complete records.  

Time Management

Freeing up the business owner's time so they can focus on core business activities, strategy, and client relations, rather than being bogged down by administrative tasks.  

Peace of Mind

Taking the stress and anxiety of financial management off the owner's shoulders, knowing that an experienced professional is handling the books.  

Our tax services are meant for individuals and small business owners to confidently address their various tax situations.

We believe tax planning is the most important tax service and foundational to tax return filings.

We spend a considerable amount of time researching the complex tax code to find all the tax advantage positions for your specific tax situation.

Our Tax Services are year-round, unlike other professionals in the space.

We proactively plan your tax strategy to maximize your deductions.

No more wondering if you are overpaying or triggering red flags.

We provide consulting services on ad hoc bookkeeping and tax services for individuals and small business owners. These services are designed to help you confidently navigate and address various bookkeeping and tax situations.

We offer guidance on establishing a strong tax foundation and effectively handling profitable business returns.

We offer QuickBooks cleanup services designed to correct and organize financial data within QuickBooks platform. We review and rectify errors, inconsistencies and discrepancies to ensure your business’s financial records are accurate and up-to-date.

Error Correction

Identifying and removing duplicate transactions, correcting misclassified expenses, and resolving error messages within the software.  

Account Reconciliation

Meticulously reconciling bank and credit card accounts to ensure that the transactions in QuickBooks match the actual account balances.  

Data Organization

Reorganizing financial statements, updating customer and vendor information, and clearing out old, unapplied payments and undeposited funds accounts.  

This service is crucial for a business owner because it provides a reliable, clear financial picture, which is essential for making informed decisions, budgeting, and ensuring compliance with tax laws

We offer QuickBooks Online training to individuals and small business owners who want to learn how to do their own bookkeeping.