Services
Everything your books need
Ten services, one firm, one monthly rhythm. Take one, take several, or hand us the whole back office — every engagement is quoted as one fixed monthly figure.
The ten services
Bookkeeping
Transactions categorized, accounts tied out, the month closed and locked — in QuickBooks, Xero or Sage.
Payroll
Every run on schedule with the withholdings and filings that go with it. Payday becomes an event nobody thinks about.
Budgeting
An operating budget built from your real numbers, tracked against actuals monthly — drift is caught while steerable.
Bank Reconciliations
Every account reconciled line-by-line, monthly. Discrepancies surface in days, not at year-end.
Financial Reporting
P&L, balance sheet, cash position — plus a plain-English summary a busy owner reads in five minutes.
Tax Preparation
Built on books that closed all year — filing season becomes a review, not an excavation.
Year-End Closing
Adjusting entries, final reconciliations, a clean handover into tax prep — without the December panic.
Financial Forecasting
Rolling projections for revenue, costs and cash — the numbers that say whether you can afford the hire.
Cash Flow Planning
Profit is an opinion; cash is a fact. See the collision six weeks before it happens.
Sales Tax Assistance
Registration, calculation and on-time filings across the states where you actually owe.