Our Services

We provide proactive and customized bookkeeping services to small businesses, including posting all business transactions to your accounting system, monthly accounts reconciliation, review chart of account classifications, managing payroll, and imports into the accounting software. Additionally, we offer online "virtual" business reviews and coaching to ensure your business is running smoothly and efficiently.

Our comprehensive tax services include: personal and business tax returns, IRS e-filing in all 50 states, auto drafts of refunds or amount due, calculation of quarterly estimated payments, interpretation and response to IRS and state notices, insights on tax questions/issues, W9 requests and 1099/1096 filing, property tax statements, and sales tax filings and payments. All of our services are GUARANTEED to be filed on time.

Our Business Advisory Services are a full suite of services to help you optimize your business performance and profitability. 

We offer: 

• an instant snapshot annually to ensure that you are on the right track, 

• a profit strategy blueprint to help you plan for the future, 

• cash flow management via the Profit First method to ensure that you are efficiently managing your cash, 

• a strategy meeting and financial report review to identify areas of improvement

• full on PFP coaching to help you understand your financials and make the best decisions

• And so much more!

We offer a range of additional services to help you manage your finances more efficiently. These services include Quickbooks Online set-up, payroll set-up, budgeting, financial projections and forecasting, and our Do-it-with-you Bookkeeping Bootcamp. Our bootcamp will give you the skills to take control of your finances and make better decisions for your business.