Our Services
Full accounting support or strategic oversight — here’s how we help you grow…
Bookkeeping
Accurate Books. Clear Picture. Zero Headaches.
Your books are the foundation of every smart business decision. When they’re messy, delayed, or inaccurate, you’re flying blind. We keep your financials clean, current, and organized so you always know exactly where you stand.
What's Included
- Monthly reconciliation of all accounts
- Accounts payable and receivable management
- Financial statement preparation (P&L, Balance Sheet, Cash Flow)
- Dedicated bookkeeper familiar with your business
- Month-end close and reporting
Best For
Businesses ready to move past DIY bookkeeping and into professional-grade financial management.
Pricing Factors
- Transaction Volume: How many bank and credit card transactions occur monthly?
- Number of Accounts: Reconciling one bank account and one credit card is simple; managing five bank accounts, three credit cards, and a PayPal account adds complexity.
- Entity Structure: Is it a single LLC, or are there multiple entities requiring intercompany transfers and consolidations?
- Accounting Method: Cash basis is straightforward, while accrual basis requires tracking accounts receivable (A/R), accounts payable (A/P), and deferred revenue.
Payroll
Pay Your People Right. Every Time.
Payroll errors are costly — in dollars, in trust, and in compliance risk. We manage your entire payroll process with precision, ensuring your team is paid accurately and on time, every pay period.
What's Included
- End-to-end payroll processing for hourly, salaried, and 1099 workers
- Dedicated Paychex or ADP liaison for seamless integration and troubleshooting
- Regular review of payroll journal entries to ensure accuracy
- Regular audits of employee deductions and benefit invoices for accuracy
Best For
Businesses with growing teams who need reliable, compliant payroll — without the HR headache.
Pricing Factors
- Employee Count: The primary lever.
- Pay Frequency: Weekly, bi-weekly, bi-monthly, or monthly. The more frequent, the higher the cost.
- Employee Type: Do you have W-2 employees (taxes withheld), 1099 contractors (no withholding), or a mix? Are there hourly employees that require an hourly tracking system?
- Tax Jurisdictions : Pricing will scale with the number of states and local jurisdictions. Multi-state payroll is significantly more complex due to differing withholding rules and unemployment insurance (SUI) rates.
Quickbooks Setup & Optimization
Get the Most Out of Your Accounting Software.
QuickBooks is powerful — but only when it’s set up correctly. Whether you’re starting fresh or cleaning up a mess, we configure your QuickBooks environment to match your business, not a generic template.
What's Included
- Initial setup or full cleanup and reorganization
- Chart of accounts tailored to your industry
- Integration with payment processors, payroll, and banking
- Custom reporting and dashboard configuration
- Staff training and documentation
Best For
Businesses adopting QuickBooks for the first time or struggling with a setup that wasn’t done right.
Pricing Factors
- New Business Setup: Generally the most straightforward. We are building the Chart of Accounts, connecting banks, and setting up users.
- Data Migration: Moving from QuickBooks Desktop, Xero, or Excel to QuickBooks Online (QBO). We need to factor in the time to clean the old data before it’s imported to prevent “garbage in, garbage out.”
- Industry Specific Complexities: Retail set up for inventory is different from construction set up for job costing.
Fractional Controller
Senior Financial Leadership, Without the Full-Time Cost.
A Controller is the person who makes sure your financial infrastructure is airtight — overseeing accounting operations, managing internal controls, and producing the reporting that leadership depends on. We deliver that expertise on a fractional basis, so you get the firepower without the full-time salary.
What's Included
- Oversight of all accounting functions and staff
- Financial close management and reporting
- Internal controls and process improvements
- Budget-to-actual analysis and variance reporting
- Audit preparation and lender/investor reporting support
- Scalable engagements that grow with you
Best For
Businesses that have outgrown their bookkeeper but aren’t ready — or don’t need — a full-time Controller.
Pricing Factors
- Transaction Volume: A high-volume e-commerce business requires more oversight than a low-volume consulting firm.
- Revenue Model complexity: SaaS companies with deferred revenue recognition or manufacturing firms with inventory costs will require greater skill due to technical complexity.
- Entity Structure: Multiple subsidiaries, international operations (dealing with F/X), or cross-border tax compliance significantly increase the workload.
- Tech Stack Maturity: If you are on an outdated system or has messy data, a “cleanup” surcharge will impact initial fees.
Accounting Advisory
Strategy-Level Thinking for Your Financial Future.
Numbers tell a story. We help you read it — and write the next chapter. Our advisory services bring strategic financial thinking to your business, helping you plan for growth, manage cash, and make decisions with confidence.
What's Included
- Accounting organization design recommendations
- Cash flow forecasting and management
- Financial modeling and scenario planning
- KPI development and performance dashboards
- Growth planning and capital readiness
- Strategic support for M&A, funding rounds, or ownership transitions
Best For
Business owners who want a trusted financial partner in the room when it matters most.
Pricing Factors
- Business Life Cycle: A startup looking for its first round of funding requires more intensive modeling than a stable, 20-year-old family business.
- Transaction Volume & Data Integrity: Advisory relies on clean data. If the client’s bookkeeping is messy, we may charge a premium (or a prerequisite setup fee) to ensure our advice is based on facts.
- Industry Specialization: Niche expertise (e.g., specialized R&D tax credits for Biotech or Job Costing for Construction) require significantly higher expertiese than generalist advice.
Not Sure Where to Start?
We’ll help you figure out exactly what your business needs. Book a free 30-minute consultation and let’s talk through your situation.