Less Stress. More Success. Accurate Financials Every Time.

Less Stress. More Success. Accurate Financials Every Time.

Explore what we offer

We understand that precision and trust are key to managing your finances effectively. We’re here to offer personalized support, making your bookkeeping processes smoother and hassle-free, so you can focus on growing your business.

Graphic with the word 'Bookkeeping' over a dark blue oval, with dollar bills falling below.

Monthly Bookkeeping

Keeping your books clean, clear, and up-to-date.

  • Transaction/Expense Categorization & Tracking

  • Receipt/Bill/Expense Filing utilizing cloud

  • A/P Management

    • Monthly Reporting (AP Aging, AP Ratio, etc.)

    • Bill Pay & Tracking

  • A/R Management

    • Monthly Reporting (AR Aging, AR Ratio, KPIs, etc.)

    • Invoice creation, estimates, purchase orders, etc.

  • Bank & Credit Card Reconciliations

  • G/L Account Reconciliations

  • Month-End Close

    • Month-end finance reporting packets, YTD & Month

  • Quarter-End Close

  • General Ledger Maintenance

    • Posting adjusting entries & correcting entries

  • Compliance & Regulatory Reporting

    • Sales Tax Reporting, payroll tax filings, adherence to GAAP

Payroll check positioned above a bank check, with a dark blue oval label reading 'Payroll' in white text.

Payroll Services

Reliable payroll processing, simplified.

  • Full service payroll

  • Payroll Liabilities

  • Employee Filing Compliance

  • Payroll Reports

An infographic titled 'Key Performance Indicators' displaying icons and labels for objective, measurement, optimization, strategy, performance, and evaluation.

KPI (Key Performance Indicators) Reporting

Beyond Bookkeeping - Real Insights. Real Growth.

  • Basic Accounting Ratios

    • Gross Profit Margin

    • Net Profit Margin

    • A/R Turnover

    • Customer Acquisition Cost

  • KPI Trends

  • Year over Year & Month over Month comparisons

  • KPI Forecasting

    • Scenario analysis (e.g., "What if sales drop by 10%?" impact on Net Profit Margin).

    • Projections based on historical data, allowing clients to set goals

  • Custom Metric Development

    • Create and track industry-specific KPIs such as:

      • Construction: Job Profitability

      • Real Estate: Occupancy Rate, Average Rent per Unit

      • E-commerce: Average Order Value, Cart Abandonment Rate

Custom insights & reporting:

Line graph titled 'Revenue for period 04/2025 - 07/2025' showing revenue and revenue growth from April to July. The y-axis ranges from 0 to 18,000 and the x-axis marks Apr, May, Jun, and Jul. The revenue increases from April to May, then declines slightly in June before rising again in July.
3D bar chart showing income and expenses by month from April to July. Income and expenses are represented by blue bars with values labeled on top, with income generally higher than expenses. April expenses are approximately $408, income is $391.25. May expenses are about $368.74, income is $422. July expenses are around $135.35, income is $450. July expenses are $135.35, income is $450. July expenses are about $135.35, income is $450.
Bar chart showing expenses from April to July 2025 across various categories such as accounting, advertising, automobile, bookkeeper, fuel, gas and electric, lawyer, legal & professional fees, maintenance & repair, meals & entertainment, office expenses, pest control services, plants and soil, and telephone, with plants and soil having the highest expense.
Pie chart showing percent of revenue from April to July 2025, with segments for COGS at 34%, Operating Expenses at 40%, and Net Profit at 26%. The chart title indicates the period and the labels identify segments.

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