Our Services

---

At the core of every strong business are detailed and accurate financial statements.  We set up and maintain accurate financial records on a monthly basis so you know the health of your business at any time.  If you don't currently maintain any financial records, we can go back in recent history and compile them for you to get you caught up.

Half the clients we take on have messy books (or no books at all).  No worries, we specialize in clean up and getting your books to where they need to be.  Whether you just need YTD or even past years compiled, we can clean up any messy books you have.

Paying invoices and collecting payments takes up a large chunk of small business owners' time.  Handing over the reigns to us frees up your time to do the things you actually have a passion for.

We are well versed in payroll and payroll software such as ADP, Gusto, Quickbooks Payroll and more.  We can help with tax withholdings and remittance as well.

Don't like doing your taxes?  Don't worry, we'll do it for you.  We maximize your business deductions and file a clean tax return for you.  Because we already maintain the books for the majority of our clients, we naturally know the most about your filing as well so let us do it!

Maintaining financial statements is one thing, interpreting them and making sound business decisions is another.  Because we work with so many small businesses in many different industries, we're able to provide advice based on where you want to take your business and how it would impact your financials.

Can you afford to hire another staff?  How much should you spend on marketing?  Should you sign that new lease?  These are all questions related to budgeting.  Setting a proper budget allows you to plan for the future and understand if business is going according to plan.  We can help you set proper financial expectations so you can measure your business performance.

How will your business look if you start selling a new product, obtain customers from a new marketing channel, or open a new location?  We compile forecast and pro forma financial statements to help you determine whether your next venture is viable or not.