OUR SERVICES
Custom Tailored to Your Needs
All services are billed on an hourly basis with no minimums and no hidden fees. Monthly packages are customized to best support your business' objectives while remaining within your budget. Services can be added or removed at any time as your business' needs fluctuate.
MONTHLY BOOKKEEPING
Accounts Payable
Accounts Receivable
Payroll Administration
Monthly Close Activities
QuickBooks Financial Statement Preparation
Sales Tax Filing
Annual 1099 Preparation
Ongoing maintenance and Q&A

ONBOARDING & COACHING
New Client Onboarding
Setup of new QuickBooks accounts
Cleanup Projects for existing QuickBooks accounts
Training for QuickBooks
One-on-one coaching for small business owners and solopreneurs on topics including setting up your business, managing your monthly bookkeeping, and prepping for tax time

FRACTIONAL CONTROLLER
Monthly or Quarterly Analysis of Financial Trends
Financial reporting packages customized to your business with options including financial dashboards, budget to actual analysis, profitability analysis, and job costing
Cash forecasting, budgeting, pro forma
ASC 606 Revenue Recognition
ASC 842 Lease Accounting
Management Accounting | Strategy
