Monthly Bookkeeping Services
Get clarity on the health of your business—and presentable books you can confidently share with your business partners, lenders or investors.
Spend more time making your business a success with flexible bookkeeping that grows alongside your business.
Whether it's a bookkeeper, accountant or a CPA, you deserve a team of real people who care about the growth and success of your business.
Our hassle-free, accurate and reliable bookkeeping is tailored to small businesses to help them save time & money.
How it Works
Simple Setup & Personalized Onboarding
Getting started is easy. Your dedicated team learns your business and connects to your financial data sources, ensuring a tailored approach to your bookkeeping needs and quickly gets your books up to speed.
Monthly Bookkeeping & Accurate Books
Our team ensures that your books are always up-to-date with no surprises! We deliver monthly P&L, Balance Sheet, and Statement of Cash Flow reports that offer insight into your company’s financial health and enable you to make informed financial decisions.
Routine Check-ins and Communication
Don’t feel lost in the numbers. We’ll review your books with you each month so you can ask questions and provide feedback and effectively run your business.
What you get
We make sure every single transaction in your bank account and credit card has been recorded accurately every month.
Financial report that shows all your income and expenses. We categorize all your business transactions accurately.
See how much is your business net cash. Money in your bank account is not your profit. Monitor your company net worth.
Control your money, see how much coming-in and going-out. Monitor your company’s cash inflow and outflow activities.
Why choose us
Accurate, tax-ready financials
Filing on your own or working with a CPA? Either way, we’ve got your back. We send tidy tax time financials, so you can get filed fast. We’ll even work directly with your CPA.
Consistent check-ins
We’ll reach out regularly with bookkeeping updates. Have pressing questions that can’t wait? We’ll get back to you in one business day or less.
Year-round support
Have financial questions? Reach out to your bookkeeper via email or a quick call. They’re on hand year-round to help you out.
Tax Advisory & Preparation Services
We are here to support all of your tax needs.Let us take care of your federal and state income tax filing while you focus on your business.We provide you with a dedicated tax preparer who can answer all of your questions. You’ll get the info you need, when you need it.
Tax returns filed on-time
Our experts help you with the fine details that come from years of tax experience in your industry. No matter your corporate structure, we will claim the right tax deductions to maximize your tax savings.
Streamlined online process
We work seamlessly behind the scenes to get all your filings done on time. Rest easy with access to live status updates of all your tax filings.
Types of tax returns we prepare
- Personal 1040 Tax Return
- Sole Proprietors or Single Member LLC (Sch C)
- Partnership (Form 1065)
- S Corp (Form 1120-S)
Catch up Bookkeeping
Are you behind on your books? No worries, we got you.
Need help with catch up bookkeeping services? Feel like you’re drowning in overdue bookkeeping? Your Quickbooks is a mess? Whether you’re behind a few months, a few years or no bookkeeping at all – We have you covered. Let us handle your overdue books, and we’ll get you caught up and compliant in no time.
How it works
Onboarding
We’ll start with an onboarding call to get on the same page
Cleanup
Your dedicated bookkeeper will bring your past books up to date and get you up and running in no time.
Professional Review
Professional review and correction of discrepancies in your financial statements to ensure accuracy.
Tax-ready
With accurate financials you’re ready to file your taxes with your CPA
