Set-Up and Education
Perfect for the startup or first-year business.
We teach our clients everything necessary to get started the right way. We help set up an accounting system and any additional apps needed to run the business properly. Most importantly, we will focus on teaching our clients how to manage their bookkeeping on their own.
Basic Bookkeeping
When you are ready to hand off the daily accounting, we can start to take over more of the time-consuming, day-to-day activities. You might know what to do, but they don’t have time anymore.
Build a bookkeeping package based on your needs and budget.
- Properly setting up your Quickbooks and providing training if you are interested in handling the bookkeeping in-house.
- Cleaning up of prior years bookkeeping before year-end taxes are due.
- Any and all other ongoing bookkeeping needs of your company.
Full Service Bookkeeping Plus
We help growing businesses gain better insight into their financials with more ongoing support by providing a complete back-office solution for all your accounting needs. We combine that with higher-level CFO advisory and business consulting. We will handle the administrative needs of your company, including general bookkeeping, invoicing, collections, payroll, accounts payable, and any tax filings needed for your industry.
Once we have a clean set of books, we can help with any other business needs. This often includes helping with cash flow issues, budgeting, forecasting, tax planning, or processes improvement.
We look at your business holistically. We are not only interested in your bookkeeping, but how all aspects of your company are working together. We also require our clients to meet with us on a regular basis. We will review your financials and detail a plan for the next period. This ensures you have regular contact with us and that your financials will be delivered on time.
[NEW] Construction Solutions
We are excited to announce that we are offering construction contractors a full-service back office solution including administrative support, project management, bookkeeping and tax services all under one roof.
We feel strongly that by bringing all of this expertise in house we can offer our construction clients with the most value. We want to streamline and update your current bookkeeping and provide better ongoing support.
[COMING SOON] NEW EDUCATION PLATFORM
We are working on an education platform to reach more small businesses who can’t quite afford a bookkeeper or CPA. The training would include a 6-week group class that would walk through the basics of bookkeeping, set up, and tips and tricks so that people walk away with a solid blueprint for how to start their business.
Contact us if you are interested in learning more.