Clean books.
Clear decisions.
Monthly bookkeeping, reconciliations, and financial reporting for service, retail, contractor, real estate, manufacturing, and nonprofit clients — plus FinTech services to fund what's next.
Accurate
to the penny
On time
every month
Insightful
not just numbers
ProAdvisor
certified
Everything your books need, under one roof
From monthly maintenance to cleanup and tax prep, we keep your records accurate, current, and ready to act on.
Monthly Bookkeeping
Stay current, every month
A dedicated bookkeeper keeps your books current month over month — categorizing transactions, closing the period, and giving you clean numbers to make decisions with.
Bank & Credit Card Reconciliations
Every account balances to the penny
Monthly reconciliation of every bank and credit card account against statements so discrepancies, missing transactions, and fraud surface early — never at year-end.
A/R and A/P Tracking
Know who owes you — and who you owe
Structured accounts receivable and accounts payable tracking so invoices get paid on time, bills are scheduled, and cash flow stays predictable.
Cleanup & Catch-Up
Untangle the backlog
If your books have fallen behind — months or years — we reconstruct and clean up the backlog so your records are accurate, reconciled, and tax-ready.
QuickBooks Online Support
Setup, training, and ongoing help
Certified QuickBooks Online support — new company setup, migration from desktop or another platform, custom training, and on-call troubleshooting.
Monthly P&L and Balance Sheet
Financials you can actually read
Accurate, timely monthly Profit & Loss and Balance Sheet reports with plain-language commentary so you understand the story your numbers are telling.
Business Tax Preparation
Prepared accurately — separate scope as applicable
Year-end business tax preparation as a separate engagement, built on clean books. We prepare, review, and file so nothing is missed and nothing is overpaid.
Payroll Services
Run payroll without the headaches
Full-cycle payroll processing — paychecks, direct deposit, withholdings, and quarter-end filings handled accurately and on time, so your team gets paid right and your tax deposits stay clean.
Beyond bookkeeping — fund what's next
Clean books unlock financing. We pair accurate financials with FinTech services to help you repair credit, access personal loans, and secure business capital.
Built for the way you actually run your business
We tailor categorization, reporting, and processes to your industry — subject to fit and complexity.
Service-based businesses
Consultants, agencies, and professional services that bill time and need clean invoicing.
Retail
Stores with high transaction volume, inventory, and payment processor reconciliation.
Contractors
Trade and project-based work with job costing, subcontractor 1099s, and progress billing.
Real estate & rentals
Property income, escrow, and per-property P&L across portfolios.
Manufacturing
Inventory, COGS, and production cost tracking across runs.
Nonprofits
Fund accounting, grant tracking, and board-ready financials — subject to fit and complexity.