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