Services Include:
- Accounts Receivable
- Accounts Payable
- Bank & Credit Card Reconciliations
- Payroll
- Collections
- Inter-Company Transfers
- Cash Flow Management
- Budgeting & Forecasting
- Banking
- Price Setting
- Owner’s Draw Planning
- Financial Projections
- Insurance Decisions
- Contract Review
- Human Resource Compliance
- Annual Tax Preparation Coordination
No job is too big or too small. Some clients hand us everything, others just want an annual check-in. With 30 years of experience, we won’t be overwhelmed by your shoebox of receipts. We’ll build you a clean, well-organized chart of accounts that actually produces financial reports you can use, not just numbers you file away.
QuickBooks Setup, Done Right the First Time
A poor QuickBooks setup doesn’t just look messy. It creates real problems down the road: a chart of accounts that hides where your money is really going, miscategorized transactions that distort your reports, and duplicate entries from bank feed syncing that throw off your numbers for months. For a flat fee of $600, we’ll set up your business in QuickBooks correctly from day one. After an initial 2 hour meeting to map out your categories, link your banks, and income sources, we handle the setup. We’ll then spend another 2 hours with you showing you around QuickBooks and discussing how you would go about fully handling your own bookkeeping, or deciding which pieces you’d like to outsource to us. QuickBooks Payroll can be included in the setup. Ongoing support starts as low as $100/month, depending on your needs. See the full QuickBooks setup package.
Books Behind? We Do Catch-Up Bookkeeping
If your books are months or longer behind, you’re not alone, and it’s a very fixable problem. We work through backlogs chronologically, reconciling as we go, so nothing gets missed and the resulting financials are ones you can actually trust. If tax deadlines or loan reporting are at risk because of the backlog, we’ll help you get current in time.
Daily Bookkeeping
Our experienced staff handles day-to-day invoicing, customer billing, payables, payroll management, HR support, and bank reconciliations, so everything is posted to the correct account and your financials stay accurate all year, not just at tax time.
Past-Due Customers
Most business owners dread collection calls. We act as a buffer: professional, effective, and focused on preserving the relationship while establishing clear payment terms. We also have experience navigating liens and small claims when it comes to that.
From Bookkeeping Anxiety to Financial Confidence
If financial statements have always felt like a foreign language, that changes here. We don’t just hand you a P&L. We walk you through what it’s telling you: your margins, your trends, the story behind the numbers. Clients consistently tell us the moment their books finally “click” is the moment running their business starts to feel less like guesswork and more like a plan.
Strategic Planning & Financial Metrics
Is your pricing keeping pace with your actual overhead? Do you know what owner’s draw your business can really support? We help you answer these with real numbers: cash flow statements, P&L reports, billable rate analysis, overhead percentages, and historical trend tracking. For industries with established benchmarks, like restaurants, where food cost, labor cost, and prime cost all have known healthy ranges, we help you measure your business against the standard, not just against last year.
HR & Legal Compliance
Most small business owners don’t know the ins and outs of HR law or how to properly handle subcontractors. We keep you current on W-9s, resale certificates, certificates of insurance, and workers’ comp predetermination letters, so compliance isn’t something you have to think about.
Bookkeeper, CPA, or Both?
We’re often asked whether a business needs a bookkeeper or a CPA. The honest answer is usually both, working together. We handle the ongoing, month-to-month financial picture; your CPA handles tax filing and strategy. Clean, current books make your CPA relationship more effective too, and if you don’t have a CPA you trust yet, we’re happy to point you toward one.
Easy and Cost-Effective
We do it faster and more efficiently than most business owners can manage alongside everything else on their plate. If bookkeeping is the task you keep neglecting, your time is better spent running the business. Let us handle this part.
Full Charge to Consulting
No job is too big or small. We can set up QuickBooks, we can train you to do your own bookkeeping, consult on a process change, or run your day-to-day books entirely.
Insightful Reports and Metrics
Your financials will no longer be a mystery. P&L statements are restructured into something genuinely useful, built to guide decisions, not just satisfy the IRS. Balance Sheets and a Statement of Cash Flow are often underutilized and not well understood. We’ll start using those as a tool to guide your business.