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We will process and manage all of your day to day accounting needs, at whatever level you need. We will work with your tax preparer to ensure accurate books and records to make their job easier come tax time. 

Services include:

  • Accounts Receivable (A/R) – Customer Invoicing and Cash Receipts

  • Accounts Payable (A/P) – Vendor Bills and Payments

  • General Ledger and Journal Entries

  • Collections

  • Excise Tax Filings, B&O Tax Filings, City Tax Filings, In-State/Out-of-State Tax Filings and Compliance

  • Financial Statement Preparation, i.e. Balance Sheet and Income Statement (aka Profit and Loss Statement)

  • Payroll Processing (Includes all Return Filings and Year-End Filings

  • Year-End W2 processing

  • Year-End 1099 Processing

  • Bank and Credit Card Statement Reconciliation

  • Mail Pick-up and Processing

  • Bank Deposits

  • Telephone and Email Support as Needed

  • Maintain Vendor and Customer Files

  • Personal Bookkeeping Needs

  • Daily, Weekly, Monthly, Quarterly, Annually

  • Non-Profit Bookkeeping


We can work On-Site, Off-Site and within a virtual environment.  We specialize in QuickBooks Desktop, QuickBooks Online, as well as other remote access portals such as Swizznet, GoToMyPC, and more.  We will work with you to establish what works best for you and your business.

Back Office Outsourcing

We can help with the Back Office side of your business, so you can work more efficiently.  We can provide:

  • HR and Administrative Services

    • Job Advertisement and Interviews

    • Hiring and On-boarding

    • New Hire Forms Processing

    • Payroll Processing

    • Compliance

  • Finance

    • Bookkeeping

    • Budgeting and Growth Planning

    • Financial Review

    • Tax Return Filing

  • Legal
    • Entity Creation and Structuring
    • Entity Taxation
    • In-State/Out-of-State Regulations
    • Licensing
    • Compliance

Business Mentorship

Regular meetings with business owner(s) to discuss the health of the business, the direction and how to get there.  This is an on-going consultation and analysis service for the life of the relationship.  Whether you need an hour a week or an hour a day, we can structure a plan that fits your needs and helps you get things done.


These services cover specific projects or specific timelines with a target end point.   Such as:

  • Review of Books, Records, or Company Processes

  • Overhaul of an accounting system

  • Policies and Procedures Review

  • HR and Payroll Compliance

  • Financial Analysis

  • Start-up Consulting and Creation

  • Rental Real Estate:  What to know before you buy, cash flow analysis, and structuring

  • Initial Set-up of Books and Records


In addition to consulting and analysis, we also offer assistance with implementing the chosen course.  We can do the work and/or train staff.  When you're ready to leap into action, we will help you achieve your goals.

Social Media

With social media use reaching new highs everyday, businesses need to get involved.  But this requires monitoring and strategic timing of posts, offerings, news, and so on.  And who has time for that?  We do.  Let us help boost your social media presence.

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