THE CORE ENGAGEMENT
Monthly bookkeeping
This is the work that keeps everything else possible. Done quietly in the background every single month - so your books are always current, your reports actually makes sense, and tax season stops being a horror story.
(01)
Categorization & reconciliation
Every transaction coded and every account reconciled - so your numbers are right, not "kind of right".
(02)
Monthly financial reports
At least a P&L, balance sheet and cash summary provided on time and in a way that's clear and decision ready. Other reports can be added depending on what's useful for your business.
(03)
Direct access to your bookkeeper
A real person who knows your books. When you reach out, you don't talk to a call center or someone who's never laid eyes on your books before. You get someone who's familiar with your business.
(04)
1-business-day response
You know that feeling when you email your bookkeeper and hear nothing for two weeks? Yeah, we're not doing that. Email, text or call and hear back within 1 business day.
(05)
Year-end tax package
Clean, accurate books handed to your CPA in a package they can easily file taxes with. We're available to them year round for questions and support too - they don't call us a CPAs best friend for nothing.
Add only what your business needs.
Clean-up + Catch-up
Behind on the books? You're in the right place. We'll work through the backlog and get you back on track.
Software set up
Getting started with Quickbooks doesn't have to feel like assembling IKEA furniture without the instructions. We'll help you set it up right from the beginning.
AP & AR
We chase the money you're owed and make sure you pay what you owe on time. Your cash flow will thank you.
Payroll
Your employees trust you to pay them correctly and on time. We make sure you never let them down - and that your books stay clean.
Sales tax
The filing that sneaks up on you and causes a minor panic? Not anymore! We've got it covered.
1099 Filing
If you pay contractors, you need to file 1099's. We'll help you collect W9s throughout the year and file the right forms on time.
Job costing
Know which jobs are making you money and which ones are quietly draining it. Job costing tracks every cost against every job so you can bid confidently and protect your margins.
Advisory & Reporting
For business owners who want to understand their finances and use them to grow - that's what advisory is for.
Integrations
We'll help you set up the right integrations so your sales, fees and payouts land exactly where they should - automatically.
