Every business is different — and so are its bookkeeping needs.
Below you'll find the the main ways we can help you get organized, stay on track,
and walk into tax season with confidence.
Consistent, accurate bookkeeping every month — so you're never guessing where your money went.
We handle your books each month using QuickBooks Online, giving you clean financials, reconciled accounts, and a clear picture of your business performance.
What's included:
• Transaction categorization
• Bank and credit card reconciliation
• Monthly Profit & Loss statement
• Monthly Balance Sheet
• Email check-ins and updates
• Year-end support for your CPA
Best for: Property owners and small businesses who want hands-off, reliable bookkeeping every month.
Behind on your books? No judgment, let's get you caught up and back on track.
Whether you've missed months (or years) or inherited a disorganized set of books, we'll work through everything carefully and get your records clean and ready.
What's included:
• Review and re-categorization of past transactions
• Bank and credit card reconciliation for missed periods
• Organized records prepared for tax filing
• Summary report of what was corrected
Best for: Business owners who have fallen behind or have books that need a fresh start.
Understand your numbers before you make your next move.
We'll pull custom reports from QuickBooks Online and walk you through what they mean — in plain English, no jargon.
What's included:
• Profit & Loss statement
• Balance Sheet
• Cash Flow summary
• Rental property income & expense breakdown
• Plain-English explanation of your financial picture
Best for: Owners preparing for a CPA meeting or making an important business decision.
Stress-free payroll, handled for you every pay period.
We'll run your payroll accurately and on time using QuickBooks Payroll, so your team gets paid right and your records stay compliant.
What's included:
• Payroll processing for employees and/or contractors
• Direct deposit setup
• Payroll tax calculations and filings
• QuickBooks Payroll setup (if starting from scratch)
• Year-end W-2 and 1099 preparation support
Best for: Small business owners and property managers who have staff or contractors and want payroll off their plate.