What we handle so you don't have to.
Every service we offer ties back to one goal: getting your financial operations running smoothly so you can focus on the work that actually grows your business.
Bookkeeping
Accurate books are the foundation of every good financial decision. We handle your day-to-day transaction recording and general ledger maintenance on an ongoing basis.
Every month, we reconcile your bank and credit card accounts, close the period, and review everything for accuracy. The result is financials that are always current and ready when you need them, whether that’s for your CPA, your bank, or your own planning.
Catch-Up & Clean-Up Bookkeeping
Behind on your bookkeeping? It happens more often than you’d think. Receipts get lost, months go by without reconciliations, and suddenly you’re trying to remember what a charge from last spring was for. We get your books current, correct what’s wrong, and set things up so they stay that way.
Current, accurate financials aren’t just nice to have. You need them to file your taxes, apply for a loan, or make confident decisions about what’s next.
Payroll Management
Payroll has to be right and on time, every time. We offer three levels of support, depending on how hands-on you want to be:
- Payroll recording: You run payroll, and we make sure it’s recorded accurately in QBO every pay period.
- Payroll processing: We run payroll for you.
- Full-service payroll: We collect timesheets, enter hours, run payroll, and record it from start to finish.
We work alongside your payroll provider, who files your payroll taxes, so everything stays accurate and compliant.
Financial Statement Preparation
We prepare your income statements, balance sheets, and cash flow statements on a monthly, quarterly, or annual basis — whatever makes sense for your business.
You get clear, readable reports which can be shared with your CPA that tell you where your money went and where your business stands. Not just numbers on a page — context you can act on.
We also prepare the specialized reports your organization may need, including board reports, grant and contract reimbursement reports, and fund-level reporting for nonprofits.
Financial Analysis & Reporting
Numbers without interpretation are just noise. We analyze your financials and deliver reporting that helps you see trends, spot problems early, and make better decisions.
Whether you need KPI tracking, variance analysis, or just a straight answer about how you are currently doing, we’ve got you covered.
Accounts Receivable & Payable
Chasing down late payments and managing vendor bills is tedious work that directly affects your cash position. We manage your invoicing, payment processing, and bill payments so the money keeps moving the way it should.
Cash Flow Management
Cash flow problems sink more small businesses than almost anything else. We monitor your inflows and outflows, build cash flow projections, and advise on timing and strategies to keep your working capital healthy. You’ll know what’s coming before it arrives.
Budgeting & Forecasting
Are sales up compared to last year? Have our merchant fees gone up? What would it look like if we hired a new sales manager or took out a loan?
Our budgeting and forecasting services answer questions like these. We work with you to build realistic budgets, track actual results against them, and develop forecasts that show you the financial picture before you make a big decision.
QuickBooks Setup & Migration
QuickBooks is only as good as how it’s set up. For new implementations, we configure your chart of accounts, import your data, connect your bank feeds, and train your team on the workflows and reports they’ll actually use.
Moving from QuickBooks Desktop to QBO? We handle the full migration, including your data, settings, and integrations, so nothing gets lost in the transition. Once you’re up and running, we’re here to answer questions as they come up.
Accounting Systems & Third-Party App Integrations
QuickBooks is only part of the picture. Do you handle estimates, invoicing, or project management in another system? We’ll connect your third-party apps to QBO so data syncs automatically between them, with no duplicate entry and no extra work on your end. We regularly work with platforms like Buildertrend, JobNimbus, DonorPerfect, Neon CRM, and Buildout, just to name a few.
Many businesses now take payments through more than one processor, and tracking deposits, matching sales, and separating out fees across all of them can be a nightmare. We bring it all together in QBO, so your books show exactly what you earned and what it cost to get paid. We support Square, Stripe, PayPal, Clover, and more.
Tax Preparation Support
We don’t file returns, but we make tax season a lot easier. We make sure your records are organized, your financial statements are accurate, and your adjusting entries are done, so when you hand everything to your CPA, they can do their job quickly and correctly. Clean handoffs save you both time and money.
Process Improvement
If your accounting workflow involves too many manual steps, disconnected spreadsheets, or the same data entered in three different places, something’s broken. We audit your existing processes, identify where time and accuracy are being lost, and redesign your workflows to be faster, cleaner, and less error-prone.
Not sure what you need?
Most clients come to us knowing something isn't working but not exactly sure what the fix looks like. Start with a free consultation. We'll look at where you are, talk about where you want to be, and figure out the right mix of services together.