From Data Entry to Business Strategy

Most business owners think accounting is just about taxes. We think it’s about your future.

To truly grow a small to mid-sized business, you need to understand the difference between recording history and making history. We provide both, but it is vital to know which tool solves which problem.

"Keeping you compliant and tax-ready."

Bookkeeping is the baseline requirement for any business. It is the process of organizing your financial chaos into clean, categorized rows. Think of this as the "rearview mirror"—it tells you exactly where you have been and ensures the IRS is happy.

• Categorization: We ensure every expense is tagged correctly so you don't miss deductions.
• Reconciliation: We match your bank statements to your records to ensure accuracy.
• Tax Compliance: We maintain the fundamental data required to file your year-end taxes without panic.
• Note: While essential, standalone bookkeeping cannot help you make future decisions. It tells you what happened, not what will happen.

"Keeping you on the roadmap to profitability."

If bookkeeping is the rearview mirror, CFO services are the GPS. This is where we interpret the data to help you make high-stakes decisions. You don't just need a scorekeeper; you need a strategist.

• Budgeting & Forecasting: We don't just track cash; we predict it. We tell you if you can afford to hire that new employee next month or buy that new equipment next quarter.
• Strategic Roadmapping: We align your numbers with your business plan to ensure you are hitting your milestones.
• Profit Analysis: We identify exactly which services or products are making you money—and which are bleeding cash.

Managing payroll can be a time-consuming and complex task, but it doesn't have to be yours. Let us take the burden off your shoulders, ensuring your staff is paid accurately and on time, every time.

We handle all aspects of payroll processing, offering you peace of mind and the flexibility you need. We'll be readily available to you via Slack during your staff's departure times, allowing for swift resolution of any last-minute checks or adjustments.

Our comprehensive payroll service includes:

• Timely and Accurate Processing: We ensure all payroll is processed efficiently, so your employees receive their paychecks without delay.
• Seamless Tax Filing: We'll work directly with your chosen payroll company to confirm all necessary tax forms are filed promptly and correctly. Should any issues arise, we'll step in and resolve them on your behalf.
• Detailed Journal Entries: We'll meticulously enter your payroll journal entries, providing a clear and accurate record of tax liabilities versus expenses for your financial records.Flexible Adjustments: Need a last-minute check or an adjustment? No problem. We're here to assist with those urgent requests. 

Let us simplify your payroll, so you can focus on what matters most—running your business.