Our Accounting Services

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.  Please note that we take a cloud-first approach to setting you up, however, we do work with essentially every accounting platform out there.

Our Services include:

Accounts Receivable/Accounts Payable

Bank Reconciliations

Financial reporting, including management reporting

Bookkeeping

Tax Prep

P and L Analysis

And More

Cloud Accounting Solutions

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.

Other Partnerships and Technology Used

Gusto

Hubdoc

Expensify

QuickBooks Enterprise

QuickBooks Desktop

Zoho Books

Paycheck Manager