We support business owners by providing a system for compiling and managing their financial transaction records. Having this system is essential for saving you time while maximizing your deductions and tax savings each year!
In addition to maintaining accurate bookkeeping for your business, we provide a multitude of supportive services such as paying bills, sending invoices, managing payroll, tracking sales tax, inventory management, project budgeting, and Profit & Loss reporting.
Yes! We provide add-on services for cleaning and restoration of prior messy books. We believe starting with accurate records, combined with a streamlined system for future bookkeeping, will give you the data and support to minimize stress and empower great business decisions.
All of our bookkeeping is provided on a month-to-month basis, which allows clients to make changes at any time. Your monthly fee will be based on your specific business needs.
We believe tailoring monthly services to your business situation allows for maximum flexibility and support—thus helping you reap a maximum harvest for the investment you make towards bookkeeping!
We use QuickBooks Online—a premiere software package that provides access to bookkeeping tools and much more! We walk our clients through the process of setting up QuickBooks and help them become familiar with the platform.
Additionally we help to connect your QBO account with other third-party applications (such as Shopify, Stripe, and Gusto) to streamline recordkeeping. We ensure that you will always have ownership of your books, even as our firm works on them.
We are US-Based, bookkeeping firm and primarily provide services remotely via Zoom or Phone Call. We provide each client the opportunity to meet for review a minimum of one time per month. However, we provide more consultations as needed to serve your business growth!
Yes! New to QuickBooks? For a limited time, we are offering a free consultation to provide an introductory walkthrough of QuickBooks Online, highlighting key features of the platform that are essential for accurate bookkeeping. Get help HERE.
At this time we do not offer tax preparation services, but are planning to expand to better serve our clients. Check back soon for updates!