Service Packages

Service Add-On's

Customize your support with the tools your business actually needs

 

Welcome to the Paperless Era!

If you are struggling to manage your bills and receipts, we have the solution! You can snap a photo, forward an email, or upload a pile of scanned invoices and we’ll help you manage it all. We attach every receipt to its corresponding expense in QuickBooks Online, so you never have to go digging through file cabinets or boxes again.

Sales Taxes

If you are required to remit sales tax on goods or services you sell, you will need to complete sales tax returns. To make your life easier, we can do this for you, which will save you time and give you the peace of mind that they are being completed correctly.

Clean-up & Catch-up Bookkeeping

Fallen behind on your books? Don’t worry—we’ve seen it all. Whether it’s a few months or a few years, we’ll help you get caught up, cleaned up, and confidently back on track. No judgment—just clean books and a fresh start.

Advanced Tracking

Whether you have multiple locations, properties, or distinct business segments, our Advanced Tracking service ensures that your financial data is organized and classified according to your unique needs.  For our Premium clients, this can include job-costing where we track and allocate expenses to specific projects or jobs, allowing you to accurately measure profitability, identify cost drivers, and make informed decisions to optimize project performance.

Tech & Workflow Consulting

Ever feel like there has to be a better way to do things? We’re here to help you work smarter, not harder. Whether you’re looking to streamline processes, explore new software, or improve how your systems talk to each other—we’ll help you find the right tools, build efficient workflows, and make sure everything integrates seamlessly.

Business Referrals

Not to brag or anything, but…we know people.  We have relationships with several qualified and amazing CPAs in the area and we are happy to provide referrals to them for our clients. We also have referrals for all kinds of other business needs like payroll and marketing. Feel free to ask us about anything personal you are looking for as well—we have clients that are dog walkers, bakeries, local retail, etc.

Bookkeeping & advisory services that let you get back to what you love.