We tailor our small business bookkeeping solutions to your business as your needs change.

Our team combines a people-first, technology-forward approach to small business bookkeeping and back-office processes. We reduce your administrative headaches, drive process efficiency, and unlock your growth potential.

Set-Up:

We will set up or review and troubleshoot integrations between your bookkeeping system, financial institutions, and 3rd party tools so your data flows accurately and in near-real-time. We will identify ways to reduce repetitive work and implement best practices and internal controls to audit-proof, fraud-proof, and disaster-proof your business. We will also set up and integrate any other agreed-upon technology solutions we identified during our assessment phase.

Catch-Up / Clean-Up:

If you’re behind in your bookkeeping, we will set your records straight. Don’t have a cloud-based bookkeeping solution – no problem. We’ll go through your shoeboxes or spreadsheets and match your income and expenses with your invoices and receipts. Our clean-up and catch-up services are also available for extended periods in case you are looking for better insights into your historical performance or preparing financials for investors or potential buyers.

Track Bookkeeping:

We’re serious about your books. We monitor your accounts daily / weekly. We review and process your transactions and receipts, process and match your income and expenses, review open A/R and A/P, and prepare financial statements by the 15th of the following month. We also meet with you weekly to review transactions and answer questions you have about your financials. At year-end, we prepare your W2s and 1099s and coordinate with your CPA / tax professional to make tax time a breeze.