We use QuickBooks Online to connect your bank accounts and credit cards, ensuring all transactions are captured and accurately categorized.

This process keeps your financial data reliable and up-to-date, providing a solid foundation for reporting, decision-making, and compliance.

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 and maintain your transaction receipts to verify financial entries, detect potential fraud, and ensure your books are always audit-ready.

Proper receipt management helps maintain accuracy and accountability in your records.

Each month, we reconcile your business bank and credit card accounts.

This involves comparing your recorded transactions to bank statements to ensure accuracy, identify discrepancies, and prevent potential errors or fraudulent activity.

Do you have employees?

We work with your payroll provider to process payroll accurately and on time, ensuring seamless integration with your financial records and reliable reporting.

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, ensuring accurate reporting and timely submission.

Our approach minimizes errors and reduces the risk of penalties, keeping your business in good standing with tax authorities.

We provide comprehensive monthly, quarterly, and annual financial reports, including Profit & Loss Statements and Balance Sheets.

These reports are designed to offer clear insights into your financial performance, support strategic decision-making, and help you confidently manage your business.

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 to independent contractors throughout the year and handle all 1099-NEC filings accurately and on time. From recordkeeping to e-filing, we simplify year-end reporting and reduce administrative stress.

At year-end, we prepare your books by performing thorough clean-up and closing processes, ensuring all financial records are accurate and ready for tax filing.

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