Running your business is a full-time job,
bookkeeping is ours.

With us, it's personal

We are a small business serving small businesses. Our experts care about your business and will be there for the journey.

Real-time bookkeeping

Real-time transaction classification and expense tracking keeps your books clean, accurate and reliable.

Bill pay and invoicing

We make outgoing payments on time and seamlessly manage your cash flow.

Business tax planning and preparation

We plan, prepare and file your tax returns so you are always compliant.

Reporting and advice

We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.

Got Payroll?

We help you find solutions to streamline your payroll and seamlessly integrate those figures for expense tracking.

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Your back office support system

Business Basic

  • Bookkeeping
  • Reconcile bank and credit card accounts monthly
  • Quarterly transaction review
  • Chart of accounts maintenance
  • Telephone & email support
  • Tax
  • Preparation of Federal and/or State tax return(s)
  • Tax alerts & updates

Business Standard

Includes Basic plus:
  • Bookkeeping
  • Record bank and credit card transactions into QuickBooks
  • Record fixed assets purchases and sales
  • Set up new loans
  • Prepare principal and interest payment schedules
  • Record month-end journal entries
  • Memorize standard financial statement reports
  • Tax
  • Mid-year tax planning

Business Complete

Includes Basic and Standard plus:
  • Bookkeeping
  • Set up budgets in QuickBooks Online
  • Accounts Payable
  • Process bills and vendor payments
  • Process employee expense reports
  • Prepare forms 1099 and form 1096
  • Provide digital access to paid bills
  • Tax
  • Prepare monthly sales tax reports

Tax time doesn't have to be stressful and expensive

Our modern process

Our filing process provides a seamless digital experience from gathering your tax documents to filing your return electronically.

Compliance and preparation

Maximize your tax situation and avoid expensive penalties with people you can trust year-in and year-out.

Tax support tailored for you

Let our team be your tax expert so you don't have to be. Our expert CPAs prepare, review and file your tax returns to keep you compliant and help you get the best refund.

Year-round availability

We're here all year to help you make the best tax decisions. Schedule a one-on-one conversation via phone, video call or in person.

Taxes made simple

  • Preparation of all federal and state income tax returns
  • QuickBooks annual diagnostic review
  • Tax alerts and advisories
  • Telephone and email support
Includes all Basic services, plus:
  • Mid-year tax planning conference
  • Calculation of optimal owner’s compensation
  • Tax audit defense & representation
  • Respond to current year income tax notices
Includes all Basic and Standard services, plus:
  • QuickBooks Online quarterly transaction review
  • Semi-annual business management meetings
  • Cash flow planning
  • Tracking and analysis of key performance indicators