Services

Bookkeeping & Transactional Accounting

Accurate books are the foundation of every sound business decision. We handle your day-to-day transactional accounting so you always have a clear, current picture of your finances.

• ✓   Monthly reconciliation of bank and credit card accounts
• ✓   Accounts payable and receivable management
• ✓   Chart of accounts setup and maintenance
• ✓   Monthly financial statements (P&L, balance sheet)
• ✓   QuickBooks Online setup and management
• ✓   Year-end close preparation

Outsourced CFO

Get the strategic financial guidance of an experienced CFO without the overhead of a full-time hire. We work alongside you to understand your business goals and help you make informed financial decisions.

• ✓   Cash flow forecasting and management
• ✓   Budget development and variance analysis
• ✓   Financial reporting and KPI dashboards
• ✓   Business planning and growth strategy support
• ✓   Banking and lending relationship support
• ✓   Scenario modeling and financial projections

Payroll

Payroll mistakes are costly — both financially and in employee trust. We manage your payroll accurately and on schedule, keeping you compliant and your team paid correctly every time.

• ✓   Payroll processing (weekly, bi-weekly, or monthly)
• ✓   Direct deposit setup and management
• ✓   Payroll tax filings (federal, state, and local)
• ✓   W-2 and 1099 preparation
• ✓   New hire reporting and onboarding support
• ✓   Workers' compensation audit support

App & AI Advisory

The right tools can transform how your business operates. We help small businesses navigate the growing landscape of accounting software and AI-powered tools — cutting through the noise to find what actually fits your operations.

We use AI in our own practice and bring that hands-on experience to every advisory engagement. You get guidance from someone who has evaluated, implemented, and worked with these tools daily.

• ✓   Accounting software evaluation and setup (QuickBooks, Xero, etc.)
• ✓   AI tool assessment and implementation guidance
• ✓   Workflow and process improvement analysis
• ✓   Automation opportunities identification
• ✓   Staff training on new tools and processes
• ✓   Ongoing advisory as your tech stack evolves