– Bookkeeping

Offering a robust line of products to meet your personal and business needs

You run your business…we’ll run the numbers

Mockup of a computer with various charts and graphs on the screen.

You have enough to do running your business. Let our seasoned team handle all your complex bookkeeping work including daily transaction classification and expense tracking, payroll, bill payment and invoicing, business tax planning and preparation, and reporting. We’ll make sure you always have a clear picture of your financial position.

  • Assurance—Trust that your back-office accounting work is processed accurately and in a timely manner.
  • Time savings—Take back all of those hours spent in the back office processing bookkeeping work…and put them toward advancing your business.
  • Cost savings—Billed at a fixed monthly fee, you can eliminate billing surprises caused by creeping hourly fees.

Your back-office support system


Account Maintenance

  • Provide 24/7 online access to business's books
  • Quarterly review of QuickBooks Online transactions
  • Annual diagnostic of QuickBooks Online for tax preparation

Advice (Quarterly)

  • Prepare quarterly financial statements
  • Review standard financial key performance indicators
  • General business consulting
  • Quarterly video conference to review financial results

Income Tax

  • Income tax preparation
  • Tax planning

Includes Essentials plus:

Account Reconciliation

  • Record bank and credit card transactions
  • Record fixed asset transactions
  • Reconcile monthly bank and credit card statements
  • Prepare and record month-end journal entries


  • Monthly financial statements
  • Monthly tracking and analysis of key performance indicators

Income Tax

  • Prepare quarterly estimated tax payments
  • Mid-year tax planning meeting
  • Calculate owner's "reasonable compensation"


  • Prepare annual 1099s for contractors

Includes Standard plus:

Full-Service Bookkeeping

  • Record sales
  • Attorney trust accounting
  • Track credit card expenses and receipts
  • Process bills and payments
  • Provide digital access to paid bills
  • Process employee expense reports


  • Monthly video conference to review financial results
  • Quarterly cash flow analysis and planning
  • Semi-annual business strategy sessions


  • Sales tax filings
  • Property tax filings