SERVICES
Everything your books need, every month.
Monthly bookkeeping, payroll, and financial statement preparation for small businesses, with a CPA reviewing the work.
SOUND FAMILIAR?
Most of our clients call us after one of these.
"I'm months behind on my books."
We start with a diagnostic, give you a fixed price to catch up, and then keep you current every month.
"My office manager does the books. / I do the books after work."
We take over the monthly work so you and your team can get back to running the business.
"The bank wants financial statements."
Monthly statements reviewed by our CPA, ready for a loan application, a lease, or your own planning.
SERVICES
Business and Accounting Setup
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Accounting system set up with a chart of accounts built for your business
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Bank and credit card feeds connected securely, with you authorizing access
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EIN, state registrations, and payroll and sales tax accounts set up correctly from the start
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Your history moved over from spreadsheets or your existing system to QuickBooks Online
Bookkeeping
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Every transaction recorded and categorized every month
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Bank and credit card accounts reconciled
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A monthly profit and loss statement and balance sheet, reviewed by our CPA
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Catch-up and cleanup for books that have fallen behind
Payroll Solutions
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Payroll run on your schedule, with direct deposit and pay stubs
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New employees and contractors set up correctly, with W-4s, W-9s, and I-9 paperwork
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Year-end W-2s and 1099s prepared and delivered on time
Fractional CFO and Comptroller
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Planning meetings with our CPA to review results, trends, and cash flow
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Guidance on financing, growth, and major purchases
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Help preparing financial information for lenders, landlords, and investors
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Your financial workflows documented: billing, collections, expense approvals, and the month-end close
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Clear checklists and responsibilities so nothing depends on one person's memory
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Systems set up so your books stay clean between monthly reviews
When you need to get caught up or get ready.
Catch-up and cleanup
For books that have fallen behind. We start with a $300 diagnostic review, then give you a fixed price to bring the books current. The $300 is credited toward that work if you go ahead.
Bank-ready review
A one-time review that gets your books and financial statements ready for a lender, landlord, or investor. Our CPA reviews the statements before they go out, and afterward you can move straight into monthly service so the next request is easy.