Our Accounting Services

We tailor our service packages to meet your specific needs. Whether you’re a do-it-all Solopreneur, startup laying the foundation, or an established business looking to optimize operations.

Our offerings include bookkeeping, payroll & 1040 tax filing for those needing the basics, detailed reporting & analysis for growing companies, and Fractional CFO services for businesses looking to optimize their company’s future.

By aligning our services with your business life cycle, we empower you to focus on what you do best while ensuring your financial health is managed effectively.

Tracking & Compliance

  • Stay organized and nail down your numbers timely.

    • QuickBooks Online setups & reviews

    • Monthly Bookkeeping

    • Catch-up Projects

  • Accurate, user-friendly payroll processing and tax filing through cloud-based Gusto payroll.

    • Set-ups

    • Monitoring/support for self-directed payroll processing

    • Full service payroll processing

  • Currently offering tax filing for Schedule C businesses, and non-profits

    • Federal 1040 (including applicable States)

    • 990-T

    • 990-EZ

  • For those tired of filing their own taxes and looking for CPA assistance & expertise.

    • Form 1040 and related States

    • Bookkeeping starting at $500/month

    • 1040's starting at $350

    • 1040's w/ Schedule C starting at $450

    • Payroll processing starting at $200/month

    • QBO and Gusto set-ups starting at $850

Analyze & Report

  • Many companies could find immediate value in the expertise of a Fractional Controller. Services & deliverables can include:

    • In-house Bookkeeper Coaching

    • Financial Budgeting

    • Financial Statement analysis

    • Polished reporting (i.e. dashboards, graphs, visuals)

    • Internal Control development

    • Business Process improvement (i.e. customer invoicing/collection, Bill Pay, Expense Management)

  • Starting at $1,500 / month

Optimize & Forecast

  • Best served for businesses looking to enhance their forward-looking capabilities. Services & deliverables include:

    • Cashflow Forecast

    • P&L modeling & forecast

    • Building & Tracking KPI's

    • Pricing Strategies

  • Starting at $3,000/month.