Services

Your back office — without the overhead.

Bookkeeping, payroll, QuickBooks, and the everyday support that goes with all of it. Pick a piece or hand off the whole back office.

01

Monthly Bookkeeping

Clean books, every month, without you touching them.

Transactions categorized, accounts reconciled, and reports delivered on a predictable monthly rhythm.

  • Bank & credit card reconciliation
  • Transaction categorization
  • Monthly P&L and balance sheet
  • 1099 prep & filing
  • Sales tax filings (where applicable)
  • Year-end handoff to your tax preparer
02

Payroll

Runs, filings, and W-2s — handled.

Reliable payroll for small and growing businesses, from the run itself to every federal, state, and local filing.

  • Bi-weekly or semi-monthly runs
  • Direct deposit & paystubs
  • Federal, state & local tax filings
  • New hire reporting
  • Year-end W-2 and 1099 prep
  • Workers' comp coordination
03

QuickBooks Online Setup & Support

A QuickBooks file that actually makes sense.

Setup done right the first time, cleanups for files that drifted, and ongoing optimization as you grow.

  • QBO setup & integrations
  • Chart of accounts design
  • File cleanup & catch-up
  • App stack (banking, billing, expense)
  • Ongoing optimization
  • Hands-on owner training
04

Bookkeeping Cleanup & Catch-Up

Get caught up — without the shame.

Months or years behind? We meet your books where they are and get them organized, accurate, and current.

  • Multi-month catch-up
  • Prior-year cleanup
  • Reconciliation backfill
  • Chart of accounts re-build
  • Tie-out to filed tax returns
  • Hand-off to monthly bookkeeping
05

Cash Flow Oversight

Know what's safe to spend — before you spend it.

Forward-looking cash visibility so you can hire, invest, and pay yourself with confidence instead of crossed fingers.

  • Rolling cash flow projections
  • Receivables & payables review
  • Owner draw planning
  • Tax reserve guidance
  • Seasonal cash planning
06

Small Business Consulting

A trusted partner for the questions in between.

On-call support for the everyday decisions — pricing, hiring, expansion, owner pay — that don't fit neatly into a category.

  • Quarterly business reviews
  • Pricing & margin conversations
  • Owner compensation review
  • Hiring & expansion planning
  • Coordination with your CPA
  • Strategic decision support
07

Document Management

One secure home for everything financial.

Receipts, statements, payroll forms, and tax documents — organized in a secure portal you can actually find things in.

  • Secure client portal
  • Encrypted file exchange
  • E-signature
  • Receipt capture
  • Year-by-year archive
  • Easy CPA handoff
08

New Business Setup

A financial foundation from day one.

Brand-new business? We help with entity setup conversations, chart of accounts design, banking, and payroll on-ramp.

  • Entity & owner-pay conversations
  • Chart of accounts design
  • Banking & systems setup
  • Payroll on-ramp
  • First-year cash & tax planning

Not sure which piece you need? Let's just talk.

A short consultation is the easiest way to figure out what your business actually needs handed off — and what staying on your plate makes sense.