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Hiring a partner to take on the role of organizing your incomplete or messy books, and providing clarity for your business, can be daunting. We get it. We’ve been hired for many “clean up” jobs, where the books were a hot mess—we’ve even heard the embezzlement stories!

If this is the case for your business, then we completely understand how hard it can be to put your trust in someone else. But you can trust us, and after we’ve done your books you’ll never need another clean up again! Work with us and your books will be clean, complete, and tax-ready.

We’d love to chat with you to find out what your business needs, and let you know how we will help you achieve that.

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we offer

The best solutions
for your business

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Bookkeeping and Accounting Services

Bookkeeping is the day-to-day gathering, recording, and classifying of financial transactions, such as sales and receipts and purchases and payments, and it is the foundation of your accounting system.
Bookkeeping is critical to operating cash-flow because bookkeeping controls the timing of receipts and payments.

Accounting involves analyzing, summarizing, interpreting, and communicating business information. Business information is communicated through financial and management reports and business performance analysis. Important business decisions are also based on those reports.

Monthly services can include:
  • weekly updating and categorization
  • reconciliation of bank and credit card accounts
  • payroll services (If applicable)
  • preparation of financials including Balance Sheet, Income Statement, and Statement of Cash Flows, and other custom reports as needed
  • A/R Aging Report tracking
  • POS Reconciliation/Income Tracking
  • Merchant Account reconciliation
  • A/P Aging Report tracking
  • Asset Management
  • Job Costing
  • Inventory, Sales & Use Tax Reporting
  • W-9 tracking
  • Preparation of 1099s
  • preparation of Federal Forms 941/940 (for those that have payroll)
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other services

Looking for individual services?
We also offer:

Payroll is the business process of paying employees. Running payroll consists of calculating employee earnings and factoring out federal and state payroll taxes. Often times payroll can be a business’s greatest overhead expense. Payroll process is complicated, and it is important to stay compliant with federal, state, and labor laws.


Outsourcing payroll to an accountant or bookkeeping firm can free up some of your time. Accountants are knowledgeable and will take care of all the compliance requirements, file quarterlies, and issue W-2s at the end of the year.


We provide payroll services to small businesses with customized pricing since every business is unique. Reach out to us for a custom quote.

Advisory services are services where the accountant develops findings, conclusions, and recommendations for client consideration and decision making. This includes operational activities review and improvement study, analysis of an accounting system, assistance with strategic planning, and definition of requirements for an information system. This also means taking client challenges and applying strategies to create opportunities in service to the growth of the company.

In simple terms, this is an analysis of the company’s finances with measurable recommendations for finance performance improvements. The goal is to grow your company’s profits.


Compliance and advisory services are interdependent — advisory services require a foundation of current, accurate books to provide actionable insights.


For companies with gross receipts of $500,000 or more we provide accounting analyst advisory services as a premium service. This is like having your own CFO, but at a fraction of the cost.

Early tax planning, or planning throughout the year, can save you, as a business owner, a lot of money at tax filing time.


If you need Tax Preparation services please contact us for a custom quote.

A Fractional Chief Financial Officer (CFO) is a financial expert who offers high-level financial guidance to businesses on a part-time or contractual basis. This allows companies to have the expertise of a CFO without the expense of a full-time executive. Our Fractional CFO services are tailored to provide strategic financial oversight and support, ensuring your business thrives. Let’s talk about how we will help your business.

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