Expert Financial Solutions
Whether you need a massive cleanup, seamless monthly management, or a custom software setup, our tailored services ensure your numbers are always accurate and tax-ready.
Core Bookkeeping Packages
Monthly Bookkeeping
Stop worrying about your books. We provide ongoing, accurate categorization of your transactions and reconcile your accounts every single month to keep your financial health pristine.
- Bank & credit card reconciliation
- Transaction categorization
- Standard monthly financial reporting
Catch-Up & Cleanup
Behind on your books? Don’t panic. We will dig in, fix historical errors, catch up on months (or years) of backlog, and get your records completely audit and tax-ready.
- Historical data entry & review
- Error identification & correction
- Preparation for CPA handover
Xero & QuickBooks Setup
Starting fresh or migrating to a new platform? We will perfectly configure your Xero or QuickBooks Online environment specifically tailored to your unique business model.
- Custom Chart of Accounts creation
- Bank feed integration & automation
- Invoice & receipt template setup
Expert Consulting
Need an expert eye but not full-time management? Get strategic financial advice, workflow optimization, and personalized training to help you better manage your business’s money.
- Software training & support
- Workflow and process optimization
- General accounting advisory
Monthly Add-On Services
Customize your Monthly Bookkeeping package with these powerful add-on services designed to completely offload your financial busywork.
Inventory Management
Accurate tracking of stock levels, cost of goods sold (COGS), and inventory reconciliation.
Payroll Processing
Seamless payroll runs, direct deposits, and ensuring your team is paid accurately and on time.
Sales Tax Filing
Calculation and preparation of state and local sales tax filings to keep you compliant.
1099 Preparation
Year-end collection of W-9s and filing of 1099-NEC/MISC forms for your independent contractors.
Advanced Reporting & Analysis
In-depth financial analysis, custom KPIs, cash flow forecasting, and budget-vs-actual tracking.
Ready to Get Your Books in Order?
Every business is unique. Let’s discuss your specific needs and create a customized package that works for you.