Our Services

Bookkeeping and Tax Services
Built for Small Business

Clean books. Accurate reports. No surprises. We handle the numbers so you can run your business.

01

Monthly Bookkeeping

Best For Business owners who want to stop worrying about their books and start using them.

Always Know Where You Stand

Messy, outdated books don't just cause stress — they cost you money. Our monthly bookkeeping service keeps your records clean, current, and organized so you always have an accurate picture of your business's financial health.

We handle everything so the only thing you have to do is review a clear, readable report each month. No more flying blind on your financials.

  • Monthly transaction categorization and reconciliation
  • Profit & loss and balance sheet reports
  • Cash flow visibility
  • QuickBooks Online management
  • Direct communication with your bookkeeper
02

Catch-Up Services

Best For Business owners who've let the books slide and need a fresh start.

Behind on Your Books? Let's Fix That.

Whether you're six months behind or three years behind, we've seen worse. Our catch-up service gets your records accurate and current without judgment — so you can move forward with clean books and a clear picture of where your business actually stands.

We work through the backlog systematically, reconcile every account, and deliver organized financial records you can trust. Then we set you up with a monthly system so you never fall behind again.

  • Full historical transaction review and categorization
  • Account reconciliation for all periods
  • Corrected financial statements
  • Transition to ongoing monthly bookkeeping
03

QuickBooks Setup & Support

Best For New businesses getting started and existing businesses whose QuickBooks has become unmanageable.

Set Up Right. Used Right.

QuickBooks is a powerful tool when it's configured correctly for your business. When it isn't, it becomes a source of confusion and costly errors. As certified QuickBooks ProAdvisors, we set up your chart of accounts, connect your bank feeds, and configure QuickBooks to reflect how your business actually operates.

Already have QuickBooks? We'll audit what you have, clean up what's wrong, and show you how to get more out of it.

  • Chart of accounts setup tailored to your industry
  • Bank and credit card feed configuration
  • Customer and vendor list import
  • QuickBooks training for you and your team
  • Ongoing ProAdvisor support
04

Tax Research & Filing

Best For Business owners who want their taxes handled by someone who also manages their books year-round.

No More Tax Season Dread

We prepare and file your business taxes accurately and on time — and we do the research to make sure you're not leaving deductions on the table or creating problems with the IRS. Every business situation is different and we treat it that way.

Because we manage your books throughout the year, your tax filing isn't a scramble. It's an organized process built on clean records we've maintained all along.

  • Business tax preparation and filing
  • Tax research for complex situations
  • Deduction identification and optimization
  • IRS correspondence and representation support
  • On-time filing to avoid penalties
05

Job Costing

Best For Contractors, construction companies, HVAC, millwork, and any project-based business.

Know What Every Job Actually Costs You

For contractors and trade businesses, job costing isn't optional — it's survival. If you don't know your true cost per job, you can't price correctly, you can't identify what's profitable, and you can't grow intentionally.

Scott spent 16 years building job cost reports inside a manufacturing operation. He sets up and manages job costing systems that give you real visibility into where you're making money and where you're not — not just at the company level, but job by job.

  • Job costing system setup in QuickBooks
  • Per-job profit and loss reporting
  • Labor, materials, and overhead allocation
  • Subcontractor cost tracking
  • Profitability analysis by job type
06

Add-On Services

Best For Businesses that need specialized support beyond core bookkeeping.

More Ways We Can Help

Not every business needs the same things. We offer a range of add-on services to build a bookkeeping strategy that fits exactly what your business requires.

Not sure what you need? Let's talk — we'll tell you honestly what will actually make a difference for your business and what you can skip.

  • Payroll assistance
  • Inventory management
  • 1099 preparation
  • Additional tax filings
  • Financial reporting for loans or investors

Not Sure Where to Start?

Most of our clients start with a free consultation. We'll look at where your books are, talk through your situation, and give you a straight answer about what it would take to fix it.

"Get back to running your business, instead of your business running you."