PROVIDED 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

  • Financial Statement Preparation

  • Monthly Analysis of Financial Trends

  • Sales Tax Filing

  • Annual 1099 Preparation

  • Ongoing maintenance and Q&A

Financial Report

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

IT Consulting

FINANCIAL & MANAGEMENT ACCOUNTING

  • Financial reporting packages customized to your business, with options including financial dashboards, KPI tracking, budgeting, cash forecasting, profitability analysis, and job costing

  • ASC 606 Revenue Recognition

  • ASC 842 Lease Accounting

  • Management Accounting | Strategy

Business Consultation