• Small Businesses (1–20 employees) – service-based, retail, trades, consultants.

• Startups – needing help setting up books, accounting systems, and workflows.

• Existing Businesses with Backlogs – requiring cleanup and reconciliation.

• Independent Contractors/Freelancers – who need basic compliance and tax prep support.

• Accuracy & Compliance – books ready for tax season, no last-minute scramble.

• Experience & Reliability – 25 years of industry expertise.

• Customizable Service Levels – from basic compliance to full-service financial management.

• Startup Guidance – help new businesses build a strong financial foundation.

• Clean-Up Specialists – fix messy books quickly and correctly.

• Top tier QBO support - Included with every level of service

• No year end tax surprises - CPA ready books with updates based on tier

Step 1 – Kickoff Call

• We’ll schedule a quick meeting to get to know your business and set up access to your accounts.

Step 2 – Document Sharing

• We use secure cloud storage and bookkeeping software for easy, safe document transfer.

Step 3 – Monthly Bookkeeping

• We reconcile accounts, categorize transactions, and prepare reports each month.

Step 4 – Review & Feedback

• You’ll receive monthly financials and can contact us anytime with questions.