Our Services

Small Business Solutions

Our Services

Small Business Solutions

What We Offer

We are a small business advisory firm offering financial management and consulting services. We offer one-time assistance for setup and/or cleanup of your QuickBooks Online file, or you can take advantage of our ongoing services based on your preferred level of assistance.  Whether you’re just getting started, or you’re well on your way, we can help you reach the next level. 

Accounting Services

We offer a broad range of bookkeeping and accounting services to help you focus on what you do best – running your business! In addition to maintaining your books and reconciling your accounts  we can take care of your Accounts Payable; Accounts Receivable and Collections, Expense reporting, Financial Reports, Budgeting, Sales and Use Tax Filing,  and Annual 1099/1096 Filing. 

One of our specialties is QuickBooks cleanup so don’t hesitate to bring us your messy file. We’ll give it back to you in great shape, and help you keep it there!

Software Training

If you are brand new to QuickBooks or Xero as a means of tracking your income and expenses, we can teach you the basics and help you get started. We can also train your staff on advanced features and provide ongoing support so you know you have someone to ask when you run into an unfamiliar situation or transaction. 

We offer one-one-one training in your office or through a virtual meeting, group training, videos and training materials. We can even help you with the apps that connect to your accounting software! 


Strategic Planning

Financial data tells you where your business has been, but it’s equally as important to plan for the future. Let us help you reach your goals with budgeting and cash flow forecasting.  

We will guide you through the financial analysis process, monitor key performance indicators specific to your industry, help you create a budget and measure your performance against your goals.  We can run what-if scenarios so you can making personnel decisions or see how gaining or losing a client will affect your bottom line. 

Workflow and Process Development

Technology is great, if you know how to use it! Let us show you how to leverage technology to increase efficiency and decrease costs. We can help you get better financial processes in place, leveraging our tech stack and the software you rely on most. 

We will  map your processes and determine the bottlenecks and pain points. We can then recommend solutions to fill in the gaps or replace the outdated systems that you currently have in place. We will walk you through the implementation process of any new software or app that we recommend, so you don’t have to figure it out on your own. 

Accounting Services & Consulting Packages

We offer a variety of packages to help meet your needs. Packages can be customized to better serve you. As such, pricing is dependent on your business and your individual needs. One size doesn’t fit all when it comes to financial management.

The Essentials

What's Included
  • This package is best for organizations on a tight budget who are mainly concerned about IRS compliance. We would provide general oversight through monthly reconciliations, but someone in your organization would record daily transactions. We would be available for simple questions and guidance.

    QuickBooks Online training is available and encouraged with this option.

The Full Service Package

What's Included
  • Our most popular package takes the bookkeeping burden off your shoulders while combining the costs of your cloud-based accounting solution. All banking transactions will be recorded in QuickBooks Online and reconciled monthly. You will have Receipt Management software to keep all of your receipts and invoices in the cloud for easy access. We will produce financial reports for your review each quarter; and at the end of the year we will process and file your 1099s and coordinate with your CPA so your tax returns are handled in a timely manner.

The Premium

What's Included
  • Our premium package allows you to take full advantage of our expertise while you focus on growing your business. You will receive all of the services listed in the Full Package, but your financial data is updated bi-weekly and we will help create your financial road map by tracking KPIs, creating a budget and cash flow forecasts. We can also process your payroll, pay your bills, and send your invoices. You will receive monthly financial reports and we will schedule a virtual meeting to review them together.