As an outsourced bookkeeping partner, we take full responsibility for the financial tasks that many small business owners find overwhelming or time-consuming. Everything begins with clean, current books. Accurate bookkeeping lays the groundwork for sound financial decisions and ensures that tax season doesn’t bring surprises. When records fall behind or contain errors, the consequences can be costly, including misinformed planning and overpaid taxes.

Our practice is built on the Profit First method, which flips traditional accounting on its head by putting profit at the center of your cash flow strategy. Instead of treating profit as whatever is left over, we help you allocate income intentionally across dedicated accounts for profit, owner pay, taxes, and operating expenses. This approach brings clarity, control, and financial discipline that leads to stronger, more sustainable businesses.

QuickBooks Online is our accounting platform of choice. It is the industry standard for small businesses and is both powerful and flexible enough to handle the full range of bookkeeping needs. Its seamless integration with apps for time tracking, expense reporting, online bill pay, and other functions allows us to create efficient, accurate systems that save time and reduce costs.

We hold Advanced ProAdvisor certifications in QuickBooks Online but also work with other cloud-based tools when they better match a client’s specific needs.

Our services are comprehensive and tailored to support growing businesses. We handle the recording and categorization of all financial transactions, reconcile bank and credit card accounts, and manage both accounts receivable and accounts payable. We also take care of payroll processing and tax filings, generate clear financial and management reports, and support decision-making with accurate, timely data.

For clients with more advanced needs, we offer job costing, inventory tracking, fixed asset management, and sales tax compliance. We also handle year-end 1099 filings to ensure contractors and vendors are properly reported.