Using Quickbooks Online, we connect your bank accounts and categorize transactions to ensure your financial data remains accurate and reliable.

Please note that we do not offer Accounts Payable services (such as bill payments) or Accounts Receivable services (such as following up with customers for payment) at this time.

We organize your transaction receipts to verify transactions, detect potential fraud, and keep your books audit-ready.

We reconcile your business bank and credit accounts on a monthly basis.

This means we compare recorded transactions to your bank statements, to ensure accuracy, identify discrepancies, and help prevent potential fraud.

Do you have employees?

We work with your payroll provider to ensure accurate, timely reporting and seamless integration with your financial records.

Contact us to learn how you can receive special pricing on Gusto by signing up through our referral.

We handle your state and local tax filings to ensure complete accuracy and compliance.

We provide monthly, quarterly, and annual financial reports, including Profit & Loss, Balance Sheet, and Cash Flow Statements.

These reports are designed to offer valuable insights and support confident, informed business decisions.

We develop customized budgets and cash flow forecasts to give you a clear financial roadmap.

Our forward-looking approach helps you anticipate cash needs, manage resources efficiently, and make strategic decisions with confidence.

Do you work with independent contractors?

We track payments throughout the year and handle your 1099-NEC filings accurately and on time. From recordkeeping to e-filing, we make year-end reporting simple and stress-free.

We prepare your books for year-end by performing thorough clean-up and closing processes, ensuring everything is accurate and ready for tax filing.

We also coordinate directly with your tax professional, providing all the necessary reports and documentation for a smooth, stress-free filing experience.