Services
From day-to-day bookkeeping to big-picture financial strategy. Pick what fits or let us handle it all.
Full-Service Bookkeeping
Transaction categorization, bank and credit card reconciliation, and monthly reporting so your books are accurate and your financials actually mean something.
Catch-Up Bookkeeping
If your books are months or years behind, we clean them up and bring everything current. You get accurate financials you can actually use, and a clean starting point going forward.
Bill Payment
We manage your accounts payable so every bill gets paid on time. Vendors are tracked, payments are scheduled, and everything is recorded accurately in your books.
Invoicing
You send the invoices. We track every payment and give you clear A/R reports so you always know who owes you and how long it's been outstanding.
1099 Preparation
Preparing and filing 1099 forms for contractors and vendors. We track payments throughout the year, collect W-9s, and file accurate forms before the deadline.
QuickBooks Online Setup & Training
We configure QuickBooks Online for your business and train you on how to use it properly so your books stay clean from the start.
External Controller
A second set of eyes on your financials. We provide oversight and reporting alongside your in-house accounting team.
Budgeting & Cash Flow Forecasting
Creating budgets and projecting cash flow to plan for expenses, identify shortfalls, and support informed business decisions.
Financial Strategy
We dig into your financial data to help you make better decisions about growth, profitability, pricing, and where to put your resources. This is the kind of analysis that larger companies rely on every day, now available to your business on a project basis.
Fractional CFO
Part-time CFO-level support for growing businesses. Cash flow forecasting, financial analysis, KPI tracking, and strategic planning without the cost of a full-time hire.
Construction Job Costing
Tracking labor, materials, and subcontractor costs by project so you can see which jobs actually make money and which ones eat into your margins.
Inventory Accounting
Tracking materials, supplies, and inventory items with proper counts and valuations. We make sure what's on the shelf matches what's in the books so your financials reflect reality.
