Have your accounting needs increased? 

Your business is taking off and your accounting needs are getting more complex.   Beyond making sure your bank accounts get reconciled, you need help with posting transactions. Maybe you have payroll or sales tax filing needs? We can help you navigate these areas or take them off your hands. Of course, we'll always make sure your financial reports look clean, and communicate any questions or concerns.

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What are the requirements?

Enhanced qualifications:

  • Typically 2-3 banking accounts
  • Up to 4 credit card accounts
  • Up to 4 loans or lines of credit
  • Specialized accounting needs such as payroll or sales tax
How does it work?

We work with you to establish access to your banking and credit card statements

We work with you to determine a schedule of tasks and duties

We'll make sure everything flows to the right buckets. If we have questions, we'll be in touch

Up to 1 hour of Q&A each month*

*More Q&A or consulting assistance available for an additional fee

Do I need to have QuickBooks software?

No, we work with various accounting software.

If you don't currently use software to manage your business, we can help you get set up on one that fits your budget and needs.