Complete Business Filing Packet


Accurate Business Reporting

Cash-based Bookkeeping Service

Express Bookkeeping Services

Straight-forward, Simple, Time Saving


Get Organized

Day 1: We organize your paper mess for you.


Customize Books

Day 2-7: We create a set of customized books for your business and identify all missing information.



Day 8: We have a 1-hour consultation to review your entire year together.


Update Books

Day 9-13: We update your books based on our discussion and any missing documents.


Tax-Filing Ready Books

Day 14: Congratulations! You have a complete, tax-filing ready set of books for you and your tax professional.


On-going Support

Day 15: We can help keep you track to be prepared for future tax filings.

Monthly Services

Our monthly services keep you in control of your books so you can keep growing!

  • Custom books to fit your company and your reporting needs
  • Mid-month special case reviews (Petty cash receipts, IRS or government notices, Worker’s Comp Audits, Loan Doc requests)
  • Additional documentation, information or resources to help solve your problem
  • Added support at the close of every month for accurate reporting and finance classifications
  • Ask us anything. We’re here for you!


Do you provide Accounts Receivable Support?

Yes. This works in several ways and we can frequently update your invoices on a schedule that's most convenient for you. We'll give you reports based on payments received, invoices open and aging receivables.

Do you help with Accounts Payable?

Yes. We work hand-in-hand with you to make sure your vendors are paid on time and will setup the process with you to keep you on track.

What can we expect when working with you?

Our full support. We'll work with you whenever you have a question. Provide reports and documentation as scheduled or needed. And, we'll make tax time easier so you don't need to scramble to organize a year's worth of work.

Do you provide financial statements?

We provide statements based on what you want to measure and as frequently as you need to measure it.

What kind of reporting do you provide?

We provide financial and tailored reporting based on what you'd like to track.

How often do you reconcile our books?

We reconcile monthly based on when we receive your bank statements. For more frequent reporting needs, we provide you with an interim reconciliation to ensure that your reporting remains accurate.

Can you build us a file that we have access to?

Of course! We encourage our clients to pull additional reports as needed and to understand how their numbers are flowing.

Can you visit our firm for bookkeeping?

Unforunately, we do not offer in-house bookkeeping services.

How simple is online bookkeeping?

It's very easy. You have 24/7 access to the system and you can see changes as soon as they are made.

What systems do you use?

We specialize in QuickBooks Desktop and QuickBooks Online.

What kind of support can we expect?

Our 100% attention to start. Our goal is to ensure you have the information you need to manage your business.

I've received a notice from the IRS, is this something you can help with?

We can definitely review the letter for you. We will advise you if a response is required and if an additional resources are needed to resolve the notice.

I need additional resources, can I contact you for assistance?

Please do! We are here to help. We work with experienced professionals that can resolve your problems.

Can you help us with Payroll?

Our payroll support is limited to verified time entry. If you need to tally time cards, answer employee questions and add/remove employees, we are happy to refer you to other resources.

I have a messy pile of receipts, what should I do?

Let us have them and we'll clean it all up for you! And don't worry about organizing it all. Just bring it to us and we'll sort the mess out for you.

I haven't done anything with my books for months, can you help?

Definitely! We can catch you up and make you current on your books within just a few weeks.

Let's help you!

Take the stress out of tax filing and get started today