Focus on Growing Your Business.
We'll Handle the Numbers.

Not at all! We offer full virtual services with secure cloud-based systems. Many of our clients are located across the country. We use video calls, secure file sharing, and cloud accounting software to provide the same high-quality service regardless of location. We also serve local clients in-person when preferred.

We specialize in QuickBooks Online and QuickBooks Desktop, and we’re Certified QuickBooks ProAdvisors. We can also work with Xero, FreshBooks, and other major platforms. If you’re not currently using accounting software, we’ll help you choose the right solution and handle the complete setup.

Most clients are fully onboarded within 1-2 weeks. We’ll schedule an initial consultation, review your current financial records, and create a custom service plan. Our team handles all data migration and system setup. You’ll start receiving monthly reports and services immediately after onboarding.

Don’t worry—this is very common! We offer catch-up bookkeeping services to get you current. We’ll review your bank statements, receipts, and records to reconstruct your books. Depending on how far behind you are, catch-up work is typically completed within 2-4 weeks. We’ll provide a fixed quote for catch-up work during your consultation.

Our team has worked with businesses across virtually every industry including retail, healthcare, construction, restaurants, professional services, and e-commerce. We take time to understand the unique financial aspects of your industry including specific tax deductions, compliance requirements, and industry benchmarks.

Our Professional and Enterprise plans include annual business tax return preparation (1120, 1120S, 1065, or Schedule C). We also prepare quarterly estimated tax calculations. Tax planning consultations are included year-round to minimize your tax liability. Personal tax returns can be added for an additional fee. We handle all IRS and state filings electronically.