Personalized financial solutions so you can focus on running your business.

Our services are designed to fit your business needs now and in the future.

Our services.

  • Standard.

    Best for small or new businesses who need a simplified system.

    Monthly income and expense categorization

    Monthly bank and credit card reconciliations

    Monthly Financial Statements delivered to you by the 15th

    Unlimited support via email and/or Voxer

    Communication and collaboration with your CPA

    Prices start at $350/mo

    **for sole proprietors/LLC’s with 100 or less transactions per month and 3 bank accounts.

  • Premium.

    Best for growing and established businesses who would like to dive into their analytics and scale their business.

    Everything from the Standard Package PLUS:

    Additional reports as needed

    Annual 1099 filings

    Quarterly strategy calls

    Payroll management (for S Corps)

    End of year reporting for comparing and forcasting

    Prices start at $500/mo

Not sure which plan is right for you? Let's chat.

Questions? We have answers.

  • The short answer is this: bookkeeping is so much more than taxes. And tax time will become so much more enjoyable when you've got a clear set of books to give to your CPA!

    * Bookkeeping provides a clear view of your finances

    * It will allow you maximize write-offs and lower your tax bill

    * Helps you plan for the future

    * Catches errors and ensures that income and expenses are recorded accurately

    * Frees up your time throughout the year to focus on building your business

    *Helps obtain loans

    *Protects you in an audit

    *Takes the stress off your plate come tax time

  • No we do not provide tax services, but we are happy to refer to some wonderful tax preparers!

  • If any of this resonates with you, it may be time to hire some help:

    * Tax time is stressful

    * You aren't paying yourself

    * You're missing out on tax deductions

    * Sales are increasing, but your profits aren't

    * Your CPA is doing your bookkeeping (and charging soooo much to do so!)

    * You only know how your business did at the end of the year..... you should have a clear financial picture in real time/every month

  • No worries at all! We can discuss all your needs and make it work specifically for your business! We offer quite a few add on services such as:

    * Accounts Payable

    * Accounts Receivable

    * Sales Tax

    * Payroll and payroll reports depending on number of employees

  • Yes we do!

    If you're fairly small and just need a one time clean up and preparation before you submit to your CPA, we'd love to help.

  • We currently use QuickBooks Desktop, QuickBooks Online, and will offer Xero in the near future.