Get ready to take control of your finances.
When working with us, you’ll feel more in control of your business and your life.
Our Services
Clean-up Work
Procrastination can happen when you’re focusing on other business tasks. Let us lift that overwhelming feeling and clean up your books to get you back on track with your finances.
Income/Expense Tracking
Record keeping can seem daunting when it’s not the part of your day job you want to pour your time into. We’ll classify your income and expenses for you!
Bank/Credit Card Reconciliation
It’s your “day off” - do you spend a day at the golf course or with your family, or spend hours reconciling your business accounts? We think we know what you’d rather do.
Financial Reporting
Tax planning requires a Balance Sheet and a Profit & Loss report. We’ll send you your updated reports monthly! We can also send them directly to your CPA.
Payroll Setup
Your employees have to be paid and your payroll taxes have to be filed. Let us set you up with our payroll partner, to streamline this process.
Coordination with your CPA
As we learned in elementary school, the game of telephone never ends as it started! We’ll coordinate directly with your CPA to ensure your financial reporting is complete and accurate, saving you time from acting as the middle person.
