Services
Everything your business needs, nothing it doesn't
Comprehensive financial services designed for entrepreneurs and small businesses. All included in one flat monthly fee.
Monthly Bookkeeping
- •Transaction categorization
- •Bank & credit card reconciliation
- •Accounts payable & receivable
- •General ledger maintenance
Financial Reporting
- •Profit & Loss statements
- •Balance sheets
- •Cash flow reports
- •Custom management reports
Payroll Services
- •Payroll processing
- •Tax withholding calculations
- •Year-end W-2 preparation
- •Integration with Gusto
Tax Compliance
- •Sales tax tracking
- •1099 preparation
- •Tax-ready financials
- •CPA coordination
Business Setup
- •Chart of accounts setup
- •QuickBooks configuration
- •Historical cleanup
- •Process documentation
Advisory Support
- •Financial health check-ins
- •Cash flow planning
- •Budget vs. actual analysis
- •Growth-focused insights