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Our services
Bookkeeping, payroll, and tax services for small businesses.
Whether you need your books kept current every month or rescued from a few years of neglect, we’ll build a plan around how your business actually runs.
What we do
Pick what you need. We’ll handle the rest.
Most clients start with one service and add more as they grow. Every service is handled by our team of bookkeepers with an in-house CPA working alongside them.
01
Monthly Bookkeeping
Transactions categorized, accounts reconciled, and your books closed every month, with reports you can use.
02
Cleanup & Catch-Up
Months or years behind? We untangle messy books, correct past errors, and get you current.
03
Construction & Job Costing
See which jobs made money with job costing, project tracking, and class reporting for contractors and the trades.
04
Payroll & Payroll Taxes
Payroll processed on schedule and quarterly payroll tax filings taken care of.
05
Accounts Payable & Receivable
Bills recorded and paid on time, invoices tracked, and a clear view of who owes what.
06
Profit First & Cash Flow
Budgeting with the Profit First method plus cash flow monitoring, so profit gets set aside first and surprises get caught early.
08
Not sure where to start?
Tell us what’s going on with your books and we’ll point you in the right direction.
The full list
Everything we can take off your plate
Here’s the complete list of what our team handles. If you don’t see something you need, ask. Chances are we do it or know someone who does.
- Accounts Payable (A/P)
- Accounts Receivable (A/R)
- Financial Statement Preparation
- Profit First Budgeting
- Class Tracking & Reporting
- Project Tracking
- Job Costing
- General Ledger Cleanup
- Catch-Up & Historical Bookkeeping
- Bank & Credit Card Reconciliations
- Balance Sheet Reconciliations
- Bad Debt Adjustments
- Journal Entries
- Expense & Receipt Tracking
- Sales & Use Tax Returns
- Payroll Processing
- Quarterly Payroll Tax Filings
- Month-End Close
- Cash Flow Monitoring
- Financial Reporting
- Software Integrations
- Bookkeeping Cleanup & Corrections
- And more
Who we work with
Small businesses of all kinds
Our roots are in construction and blue-collar work, and today we support a wide range of small businesses.
Construction & the trades
General contractors, remodelers, and specialty trades who need job costing that shows what each project really earned.
Dental & medical practices
Practices that want clean monthly books and a team that understands how a busy office runs.
Professional services
Real estate, insurance, legal, marketing, and other service businesses that need accurate books and reliable reporting.
Growing small businesses
Owners who have outgrown doing the books themselves and want a team they can count on.
Let’s find the right fit for your business.
Book a consultation and we’ll walk through where your books stand and what kind of help makes sense.