We offer a wide range of services including bookkeeping, accounting consulting, tax preparation, financial reporting, and strategic planning. Whether you need help with day-to-day bookkeeping or in-depth financial advice, we provide customized packages to fit your unique business needs.

Yes! We specialize in service-based industries like construction, legal, real estate, and others. Our solutions are tailored to ensure accurate, industry-specific reporting and compliance, giving you the financial insights that matter most.

From trust accounting for attorneys to job costing for contractors and commission tracking for real estate professionals, we know the workflows and reporting needs specific to your business.

Our pricing is based on a customized monthly package tailored to your specific business needs. It's not billed hourly, ensuring clear and predictable costs. We work with you to create a plan that aligns with both the services you need and the size and scope of your business, ensuring you get the right level of support. Every 90 days, we review your package to reflect any changes in your business, so pricing may adjust as needed. Our focus is on providing transparent pricing with no surprises.

We get it, every business is unique, and one size doesn’t fit all. That’s why we offer a free consultation to understand your specific needs. We’ll talk about your goals, your budget, and any challenges you're facing to recommend the right package for you.

We handle as much of the financial heavy lifting as possible, but this is a partnership. Your timely input is essential, especially when we need documents, approvals, or details to meet deadlines or keep things accurate. We'll make it easy with streamlined tools, clear requests, and regular check-ins, so you always know what’s needed (and when).

We prioritize your financial security by using trusted, cloud-based systems alongside secure document and password sharing tools. Our team follows best practices, supported by IT experts, to ensure your information is protected and accessible only to those who need it.

We don’t file tax returns directly, but we'll make sure everything is prepared and ready for your tax accountant. We'll gather the necessary documents, maximize deductions, and collaborate with your tax professional (or recommend one if you need it) to ensure your taxes are filed on time.

Yes, we help with payroll setup, ensuring payroll taxes and benefits are recorded and paid correctly. We also integrate payroll reporting into your financials for accuracy. However, we leave payroll and benefits processing to you and your payroll provider, allowing them to be the experts in their field. This ensures a cost-effective, streamlined approach while we focus on bookkeeping and consulting as our true zone of genius.

Nope! We offer flexible month-to-month services. If you ever want to upgrade, downgrade, or cancel our services, all we ask for is 30 days' notice.

We provide monthly, quarterly, or real-time reporting depending on your package. Our reports aren’t just numbers, they’re designed to help you understand cash flow, project profitability, and uncover growth opportunities, so you can make confident business decisions. We'll make sure the frequency and format work best for you and fit your budget.

Getting started is easy! Just reach out to schedule your free consultation. We’ll chat about your needs, review your current financial processes, and create a plan that works for your business.

We primarily use QuickBooks and Xero, but we’re experienced with other systems. If you’re using a different platform and need help migrating, setting up, or training your team, we can assist with that.

Absolutely! We’re a fully remote team, which allows us to work with clients anywhere while promoting a healthy work-life balance. We believe in creating a balanced approach to business and encourage our clients to do the same in a way that works best for them.

During your consultation, we’ll get to know your business and discuss what’s working and where you might need help. We’ll go over your financial processes and answer any questions you have, so we can create a solid plan that fits your needs and budget.

We’re here whenever you need us! Whether you have a quick question or need in-depth guidance, don’t hesitate to reach out. We’re here to ensure you feel supported and confident in your financial decisions.

We’re happy to answer any additional questions you have after the consultation. We value long-term relationships and want to make sure you’re clear on what we offer and that you’re comfortable moving forward.