Services
Pick the pieces you need today and add more as you grow. Everything below can be bundled into one simple monthly plan.
We categorize every transaction, reconcile your bank and credit-card accounts, and close your books on a set schedule each month. No backlog, no guesswork β just current, accurate records you can rely on.
Months or years behind? Inherited a tangled file? We reconstruct and reconcile your history, fix miscategorized transactions, and hand you back a clean, trustworthy set of books β then keep them that way.
Run payroll accurately and on time, with tax withholdings, direct deposits, and filings handled. We keep payroll tied cleanly into your books so your reports always reconcile.
Every month you'll get a clear profit & loss statement, balance sheet, and cash-flow view β plus a plain-English summary of what changed and what to watch.
New to QuickBooks or stuck with a messy file? We set up (or rebuild) your chart of accounts, connect your bank feeds, migrate your data, and train you on what you actually need.
At year-end we package fully reconciled books and supporting reports so your CPA or tax preparer can file quickly and confidently. (We prepare your books β your CPA files the return.)
Common questions
We specialize in QuickBooks Online and can also work in Xero. If you're not on either yet, we'll recommend the right fit and set it up for you.
We focus on bookkeeping β keeping your records accurate and tax-ready. We then hand off clean books to your CPA or tax preparer. If you don't have one, we're happy to refer you.
Not at all β cleanup is one of the most common things we do. We'll quote the catch-up work up front, get you current, and move you onto a clean monthly routine.
Securely and digitally. We connect to your bank feeds and use secure file sharing β no shoeboxes of receipts required.
That's exactly what the free consult is for. We'll figure it out together.
Book a free consult