Our accounting and bookkeeping services are designed to help any business from the small start up to the medium-sized company that needs a full accounting team. 

Essentially, we can be your entire accounting department, from bookkeeping and AR/AP management, to operating as your organization’s CFO. All of our services can be structured to your business’ individual needs.

Areas we can help your business:

Accounts Receivable Accounts Payable
Bank Reconciliations Financial Reporting
Financial AnalysisMonth-end closes
Tax PrepConsulting
BookkeepingPayroll

Technology we use

QuickBooks OnlineHubdoc
QuickBooks DesktopXero
QuickBooks EnterpriseExpensify
GustoOther Payroll Providers

Cloud Accounting Solutions

Please note that we take a cloud-first approach to setting you up, however, we do work with essentially every accounting platform out there. Here are two of our primary cloud-based accounting platforms that we work with:

Xero

Xero is a cloud-based accounting ​software that is usable across all platforms, such as smartphones, tablets, Macs and PCs.  Xero is secure, and easily converts from other platforms such as Quickbooks. In addition, Xero syncs to most banks, allowing real-time updates and the ability to quickly categorize every debit and credit. ​Our clients use Xero for invoices, quotes, bank reconciliation, inventory, purchase orders, bills, expense management, and payroll.

Quickbooks Online

Quickbooks Online is also cloud-based accounting software that is usable across all platforms, such as smartphones, tablets, Macs, & PCs. Users can capture receipts on their phone and easily share books with their accountant, with remarkably less data entry involved.​ ​Additional perks include one-click sales and tax reports and connection capabilities to over 300 cloud-based apps. Our clients use Quickbooks Online to track sales and expenses, manage accounts payable, schedule and send invoices.