Better bookkeeping to keep you organized and financially empowered.
✓ Easy to understand financial reporting
✓ Document management system
✓ Finance/Budget coaching
✓ Start-Up Formation
All tailored to your business. All in one place!
That feeling when your business and finances are finally organized.
And you’re getting all the write-offs you deserve!
How We Can Help Your Business Get Organized
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✓ Detailed recording of every deposit and expense to ensure you receive the tax write-offs you deserve!
✓ Perfectly categorized and reconciled transactions every month
✓ Crystal clear financial statements with real-person analysis via email and/or scheduled calls
✓ All financials are tax ready and we will work directly with your CPA if desired
✓ Monthly or quarterly services depending on your company's needs
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✓ Receive access to a personalized portal to manage all of your important documents
✓ We create the system, customized for your business, and all you have to do is drag, drop, and upload the documents
✓ No more wondering where your business license is, or your tax documents from 2 years ago
✓ Applying for loans and grants is a snap when you have your information at your fingertips
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✓ Initial consultation to review your current financial systems, goals, and roadblocks
✓ A customized plan to help guide you towards your desired destination
✓ Quarterly review calls to reorient, ask questions, and ensure you are moving towards success
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✓ LLC Formation in your state
✓ Statement of Information
✓ Federal Tax ID (EIN)
✓ PDF of requirements after registration
optional:
✓ File an S Corp election with the IRS✓ Employer registration in your state
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✓ Add-on to any bookkeeping package
✓ Unlimited payroll runs
✓ Preparation and filing of quarterly payroll returns
✓ Payroll system training
✓ Powered by Gusto
Our simple, straight-forward approach empowers business owners with the tools needed to make more informed financial and operational business decisions.
What Makes Us Different
We have over 20 years of bookkeeping and operations experience, exclusively with small businesses. We’ve learned that focusing on what inspired you to start a business in the first place, is the key to its success. While this may sound obvious, as a business owner it’s easy to get sidetracked by the grind of doing everything – including the things that, quite frankly, you don’t even like or aren’t very good at. It’s a recipe for burn out, not to mention wasted time and money.
Our team loves numbers, we like getting organized, and we truly enjoy chatting about finances.
We’re passionate and solutions-oriented.
And most importantly, we’re confident that our services will provide you with the tools needed for your company’s success. Meaning, increased productivity and more time to do what you love.
CLIENT TESTIMONIALS