It’s our job to look at the whole picture.
- We review the past
- We fix the present
- We plan for the future
Give yourself a break.
Your job is to manage the business, not the accounting.
Are you our type of client?
We work with service-based business owners who are deeply involved in their company. Honorable and dedicated, they’re committed to providing a great client experience. They love what they do but they'd relish the opportunity to step away once in a while.
They’re often worried about their accounting history, their compliance in the future, and have a task-list as long as their arm.
Proactive.
Understanding.
The experts.
Here’s how we fit into your business.
ONCE
01
Set-Up
Create a foundation to track your finances and connect your bank to QuickBooks Online.
WEEKLY
02
Bookkeeping
Enter transactions, manage vendor payments, create client invoices, run payroll and pay payroll taxes.
MONTHLY
03
Review
Guide you to make informed decisions with a review of your financial statements, cash flow, and forecasts.
QUARTERLY
04
Plan
Craft and adjust a plan to save you money while staying on the right side of changing tax regulations.
ANNUALLY
05
Tax Filing
Meet your financial duties to the various tax authorities by creating and filing your tax returns.