Services and More
Who We Work With Best
Great fit: We support all types of businesses and industries, from local shops to growing franchises, from service-based businesses to specialized trades. What makes a client a great fit is mindset. If you’re open, responsive, and engaged in the process — and you value consistency, collaboration, and clear financials — we’ll be a strong partner in keeping your books in order and helping your business thrive.
Probably not the right match: We may not be the best fit for businesses focused only on price or those seeking tax preparation (we don’t file taxes, though we work closely with CPAs who do). And that’s okay — we’d rather you find the right fit for your business, even if it isn’t us.
For Every Level of Chaos
Our Small Business Bookkeeping Services
The "My Books Are a Hot Mess" Rescue Services
If your bookkeeping is perfect, you probably wouldn't be here. Most of our clients come to us with some version of financial chaos: cluttered records, QuickBooks that haven't been touched in months, or bank accounts that never seem to match what the software says.
We've seen it all, and we don't judge. Here's how we turn the mess into something that actually helps your business
✔ Monthly Bookkeeping
We categorize every transaction, reconcile your accounts (yes, we'll find that mysterious $4.27 difference), and give you reports that are easy to digest.
✔ Catch-Up Services
Three months behind? Six months? A year? We'll roll up our sleeves and sort through everything.
✔ Bank Reconciliation
Your bank says one thing, QuickBooks says another, and you're pretty sure both are wrong. We'll figure out what happened and make everything match.
Clear and Simple Financials (Finally)
Your financial reports shouldn’t read like a mystery novel. We create straightforward, customized reports that show you precisely what’s happening in your business, so you can confidently see the bigger picture.
Cash Flow Management: Cash flow shouldn’t be a guessing game. We help you clearly see the ebb and flow of your business so you can plan ahead, avoid surprises, and feel confident knowing what’s coming in and going out.
Job Costing and Project Tracking: Ever wonder if a project is really making money? We track the details so you can see the actual cost and profit of each job. You get clear answers to make well-informed business decisions.
When Your Small Business Bookkeeping Needs a CFO Brain
When your business is ready to grow, you need more than organized books — you need insight. We provide guidance that connects the numbers to your goals, so you can make confident decisions about the future.
Professional Payroll Services (So You Can Stop Googling Tax Tables)
Payroll is one of those things that seems simple until you have to do it. Then suddenly you're dealing with tax tables and deduction calculations. One slip and you’re getting letters you don’t want to see.
We handle it all: Our team handles payroll from start to finish: setup, calculations, direct deposits, tax filings, and compliance. Your team gets paid correctly and on time. You stay on good terms with Uncle Sam and Aunt Virginia (as I like to call them), and everyone's happy.
Employee records, W-2s, 1099s: We keep track of who needs what forms and when they need them.
The "QuickBooks Hates Me" Recovery Program
QuickBooks is powerful software — but let’s be honest, it can also be confusing and easy to get wrong. If you’ve ever opened it and thought, “What am I even looking at?” you’re not alone. That’s where we come in — to simplify the system and give you clarity.
We're QuickBooks ProAdvisors (both Desktop and Online), which is fancy talk for "we know how to make this thing work."
We provide:
Setup & customization
Configured to match your exact business needs.
Training
Hands-on sessions so your team masters every feature.
Ongoing support
Count on us for continuous help and updates.