Our Services

Perfect for new users or businesses needing a fresh start.
We’ll set up or clean up your QBO account to ensure your books are accurate and audit-ready.

                             Includes:

• Chart of accounts setup
   
• Bank and credit card feeds
   
• Beginning balances and reconciliations
   
• Cleanup of past transactions (up to 12 months)
   
• Custom report templates
   

🕒 One-time project or bundled with support

Consistent, accurate monthly tracking so you can focus on running your business.

                          Includes:

• Categorization of transactions
   
• Monthly bank and credit card reconciliations
   
• Accounts receivable and payable tracking
   
• Custom financial reports (P&L, Balance Sheet)
   
• Optional grant tracking (for nonprofits)
   

* Great for small businesses, consultants, and nonprofits

Let us take the stress out of payroll and help you stay compliant with filings and reporting.

Includes:

• Payroll setup and processing (via your preferred platform)
   
• Payroll journal entries and reconciliations
   
• Payroll tax payment tracking
   
• Year-end 1099 and W-2 support
   

 *Optional add-on to bookkeeping packages

Need more than bookkeeping? Get strategic financial guidance without hiring in-house.

Includes:

• Budgeting and forecasting
   
• Monthly financial reviews
   
• Cash flow management
   
• Internal controls review
   
• Grant or donor financial reporting
   

*Ideal for growing nonprofits and businesses ready for next-level insight

Our business consulting services help you improve your business operations and increase profitability. We offer customized solutions tailored to your specific business needs.

Book a free 30-minute consultation and we’ll walk through your current financial setup, business needs, and goals. You’ll get expert guidance with no pressure — just clarity.