Your back office support system


  • Account Reconciliation
  • Accurately classify all transactions
  • Reconcile bank accounts
  • Reconcile credit card
  • Advice
  • One hour of meeting time per year


Includes Basic plus:
  • Financial Reporting
  • Prepare financial statements
  • Payroll
  • Prepare payroll
  • Submit payroll tax payments to tax agencies
  • Prepare payroll tax returns for home state (additional fees may apply for additional states)
  • Provide employee access to electronic paystubs and W2’s
  • Provide employers access to electronic pay records
  • Retirement remittance
  • Garnishment contribution remittance
  • Accruable benefits
  • Sales Tax
  • Prepare home state sales tax report (additional fees may apply for additional states)
  • Annual Filings
  • Prepare W-2’s
  • Prepare 1099’s for contractors
  • Tax Projection
  • One tax projection per year
  • Advice
  • One additional hour of meeting time per year


Includes Enhanced plus:
  • Accounts Payable & Receivable
  • Process bills and payments
  • Process invoices and collections
  • Provide digital access to paid bills
  • Business Management
  • Budget analysis when applicable
  • Cash flow statement when applicable
  • Key business performance indicators when applicable
  • Tax Projection
  • One additional tax projection per year
  • Advice
  • Two additional hours of meeting time per year

You love your business…we love the bookkeeping

We are entrepreneurs, serving entrepreneurs…

As a small business owner, we understand what it takes to succeed. And that’s why we serve as your dedicated advisor, offering the guidance and deeper financial insight needed to ensure business growth and long-term success.

Let us handle the accounting work for you:

Bookkeeping and payroll

We handle the books, including managing transaction classification and expense tracking…while also integrating payroll.

Bill paying and invoicing

We take over daily bill paying and invoicing tasks, as well as monitor and manage your cash flow to keep your business financially healthy.

Business tax planning and preparation

Compliance is key! When you have experts planning, preparing and filing your tax returns, rest assured that you will always be compliant.

Reporting and advice

We provide deep insight into your numbers and key performance indicators throughout the year…helping you make informed, smart business decisions.

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