What we do
The financial support your business actually needs.
From day-to-day bookkeeping to payroll and tax strategy — we handle the numbers so you can focus on running your business.
Bookkeeping
Accurate, up-to-date books every month — without the headache.
- Transaction recording and categorization
- Monthly bank and credit card reconciliation
- Profit & loss and balance sheet reports
- Accounts payable and receivable tracking
- Works with QuickBooks, Xero, and Wave
Ideal for
Freelancers, sole proprietors, and small businesses that want clean books without hiring in-house.
Books Cleanup
Behind on your books? We'll bring everything current — no judgment.
- Full audit of existing records
- Correction of miscategorized transactions
- Reconciliation of all accounts from day one
- Catch-up bookkeeping for any time period
- Handoff-ready files for your accountant or tax preparer
Ideal for
Businesses with months or years of backlogged, messy, or unreconciled books.
Tax Prep & Advisory
Year-end prep and year-round guidance — no surprises at tax time.
- Business tax return preparation
- Estimated quarterly tax calculations
- Deduction review and optimization
- Tax planning calls throughout the year
- Coordination with your CPA when needed
Ideal for
Small business owners who want proactive tax guidance, not just a once-a-year filing.
Payroll Processing
Accurate, on-time payroll — handled start to finish.
- Full-cycle payroll runs (weekly, bi-weekly, or monthly)
- Federal, state, and local payroll tax filings
- W-2 and 1099 preparation at year-end
- New hire onboarding and employee records
- Direct deposit setup and management
Ideal for
Small businesses with employees or contractors who need reliable, compliant payroll without the complexity.
Pricing
Simple, honest pricing for small businesses
No hidden fees. No long-term contracts. Just the support your business needs.
Starter
For freelancers and early-stage businesses keeping things simple.
- Up to 75 transactions/month
- Monthly bank reconciliation
- Profit & loss statement
- Email support
- Annual review call
Growth
For growing businesses that need reliable, ongoing financial clarity.
- Up to 200 transactions/month
- Monthly reconciliation & reports
- Accounts payable & receivable
- Quarterly strategy call
- Priority email & chat support
Full-Service
For established businesses that want a dedicated financial partner.
- Unlimited transactions
- Full-cycle bookkeeping
- Payroll support
- Tax prep included
- Monthly advisory call