Focus on Growth
While We Handle Your Bookkeeping

Your story most likely started with a dream of being independent. Maybe you worked tirelessly for someone else for a few years. Or maybe you were an entrepreneur from the start, becoming your own boss before reporting to someone else.  At some point you realized you had some skill, gumption and an appetite to create something of your own. So you did.

Our story is the same as yours. We’re a family business started by a bookkeeper with close to three decades of experience and her son with over fifteen years of business advisory and technology experience. We’ve combined our skills and experience to create a valuable service business, committed to amplifying the efforts of dynamic business owners like you.

We provide bookkeeping services, exclusively. Specializing in specific technology to cater to a variety of industries, with a focus in boutique businesses with a desire to build efficiencies and grow.

We Got Your Books. You take care of everything else.

Who We Are

Our Services

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The Essential 
Services

Price: Starts at $250/month.

Monthly Categorization & Reconciliation of up to 100  total monthly transactions, across two accounts (e.g. a business bank account and a business credit card). Further consultation required for transactions beyond 100 monthly transactions and additional accounts. 

This package also includes Monthly Financial Statement Review:  Balance Sheet, Profit & Loss, A/R Detail, A/P Detail.

It does not include Clean-Up Services or Quickbooks Online Subscription.

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Accounts Receivable & Payable Services

Price: Consultation Required.

We offer full-service Account Receivable & Payable Management. We manage your bills and invoices, and track payments to manage the lifeline of you business: your Cash Flow.

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Additional
Services 

Price: Consultation Required.

Clean-Up Services - Let’s get you organized and on track by cleaning up past months’ books to help uncover valuable insights.

Payroll - Efficient payroll processing to ensure your employees are paid accurately and on time, including handling deductions and benefits.

Sales Tax - Timely calculation of sales taxes, with assistance and guidance in filing to keep your business compliant with sales tax regulations.

Contact Us

If you’re interested in collaborating, please book a time on our calendar for a Free Consultation. We look forward to connecting with you.