Details Matter Bookkeeping & Advisory
Service Packages
Essential Package
Get the fundamental bookkeeping services necessary to stay organized and compliant and make informed financial decisions.
Growth Package
Are you ready to take your business to new heights? Our deep-dive strategy sessions and additional reporting tools will support your success.
Premium Package
If you want CFO-level service without hiring an in-house CFO, we’ve got your back! We’ll be your fully outsourced, hands-on accounting team.
Service Add-On’s
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.
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.
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.
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.
Learn more about how we can help you grow your business.