Comprehensive Financial Solutions
From specialized cleanups to ongoing management, we build the Strategic Financial Oversight your business needs to scale.
Cleanup & Catch-up
Get back on track
Behind on your books? We specialize in restoring order to financial chaos. Whether you are months or years behind, we perform a deep-dive diagnosis to correct historical errors and produce a clean, tax-ready file.
What’s Included:
Entry of historical data for missing months or years.
Reconciliation of all bank and credit card accounts.
Correction of misclassified transactions and balances.
Review of Chart of Accounts for accuracy.
Preparation of accurate Balance Sheet and P&L for tax filing.
Monthly Bookkeeping
Stay Audit-Ready All Year
Once your books are clean, we keep them that way. We ensure your data is always up-to-date, giving you a clear picture of your cash flow without the administrative burden.
What’s Included:
Monthly recording and categorizing of all transactions.
Reconciliation of Bank, Credit Card, and Loan accounts.
Document management (receipts & bill tracking).
Monthly Financial Reporting (Profit & Loss, Balance Sheet).
End-of-month financial review email/call.
QuickBooks Consulting & Advisory
Optimize Your Workflow
We are more than just data entry clerks; we are a Certified QuickBooks® Consulting firm. We help you leverage the full power of your accounting software to save time and reduce errors.
What’s Included:
Setup & Migration: Moving from Desktop to Online or starting fresh.
Custom Training: 1-on-1 or team training tailored to your workflow.
Workflow Design: From Automating invoices, bill pay, and receipts, to customizing reports for daily, weekly or monthly review.
App Integration: Connecting your POS, CRM, or inventory systems.
Ongoing Advisory Services: Quarterly meetings to interpret reports and guide strategy.
- Review: Included in your quarterly advisory meeting, a review of QuickBooks® new features and upgrades and how to incorporate for improved workflow & reporting.
Payroll & Sales Tax
Complete Compliance Compliance is key to avoiding costly penalties. We manage the complex filing requirements for your staff and your sales, ensuring the government gets exactly what they are owed—and no more.
What’s Included:
Full-Service Payroll: Direct deposit, pay stubs, and contractor payments.
Payroll Tax Filings: Federal & State reporting (Forms 941, 940, RT-6).
Year-End Processing: W-2 and 1099 preparation and filing.
Sales Tax: Calculation, tracking, and timely filing of Sales & Use Tax returns.