As a full-service accounting partner for small businesses, we specialize in taking the accounting burden entirely off the owner's plate. It all begins with a solid foundation: accurate, timely bookkeeping. Reliable financial records are essential—not only for informed decision-making but also for accurate tax filings. Errors in the books can be costly, leading to misinformed business choices or unnecessary tax overpayments.

QuickBooks Online is our preferred accounting platform, recognized as the industry leader for small business accounting. Its robust capabilities meet 100% of the accounting needs for virtually all small businesses. The seamless integration with a wide range of apps—such as time tracking, expense management, and online bill pay—creates a more efficient, accurate, and cost-effective accounting system. 

• Transaction Categorization
  Accurately recording and classifying all business income and expenses.

• Bank & Credit Card Reconciliations
  Matching financial records to bank and credit card statements to ensure accuracy.

• Accounts Payable Management
  Tracking bills, managing due dates, and organizing vendor payments.

• Accounts Receivable Management
  Creating and sending invoices, monitoring payments, and following up on outstanding balances.

• Inventory Tracking
  Monitoring inventory levels, costs, and movements to ensure accurate financial reporting and decision-making.

• Fixed Asset Management
  Recording and tracking company assets, depreciation, and disposals for accurate balance sheet reporting.

• Financial Reporting
  Preparing monthly financial statements such as the Profit & Loss, Balance Sheet, and Cash Flow Statement to provide insights into business performance.

• Expense Tracking & Receipt Management
  Organizing and documenting business expenses to support tax deductions and audits.

• Sales Tax Tracking & Filing Support
  Recording taxable sales and assisting with timely and accurate sales tax filings.

• 1099 Preparation & Filing
  Collecting W-9s, tracking vendor payments, and preparing and filing 1099 forms for eligible contractors.

• Payroll Coordination
  Assisting with payroll setup, tracking, and integration with payroll providers.

• QuickBooks Setup, Training & Cleanup
  Initial QuickBooks setup, staff training, and correcting or reorganizing existing data for accuracy.

• CPA & Tax Preparer Collaboration
  Ensuring your books are year-end and tax-ready, and providing support to your CPA or tax professional.