Services
Everything your books need, in one place
Bookkeeping, reporting, and tax services for small businesses. Pick what you need now and add more as your business grows.
Don't see what you need? Contact us.
Monthly Transaction Categorization
Categorize your expenses and income each month and reconcile accounts.
Accrual Tracking
Record accrued expenses, prepaid expenses, deferred revenue, and adjusting entries in the correct reporting period.
Catch-Up Bookkeeping
Months or years behind? We'll get your books accurate and up-to-date.
Tax Preparation
Professional tax preparation services for individuals and small businesses.
Custom Reports
Generate custom financial reports to gain insights into your business performance.
Software Migration & Setup
Smooth transition to QuickBooks Online or Xero
Book Cleanup
Review, correct, and reconcile inaccurate or disorganized books so your records are current and ready for reporting or tax preparation.
1099 Reporting
Retrieve contractor W-9's, pay contractors and report forms for your business.
Accounts Receivable / Payable Management
Manage your open invoices and bills to keep your cash flow on track.
Flexible Support
Bookkeeping that fits the way your business operates
Start with recurring transaction categorization and account reconciliation, or get focused help with catch-up work, receipts, forecasting, and accounting software. Each engagement is scoped around your transaction volume, accounts, reporting needs, and current condition of the books.
If you are unsure where to begin, complete the bookkeeping questionnaire or review the pricing options before requesting a quote.
Common questions
Can you help if my books are months behind?
Yes. Catch-up bookkeeping can bring prior months up to date before transitioning into an ongoing monthly workflow.
Do you work with small businesses remotely?
Yes. Secure online tools make it possible to support businesses without requiring in-person document exchange.
How is the right service plan determined?
The right plan depends on transaction volume, number of accounts, reporting expectations, and whether cleanup or software setup is required.