BOOKKEEPING

Leverage the power of cloud-based accounting to streamline your processes and build a solution that will save you both time and money. 

accounting that works with you.  not against you.

flexibility

Every business is unique.  Your bookkeeping should be flexible so it best serves your unique needs.

scalability

Are your current processes holding you back from growing?  Implement accounting processes that streamline the flow of information and grow as you grow.

control

Does it feel like you are losing control of what is going on financially within your business? Reduce your workload and increase your control through approval workflows and better data visibility.

READY TO HAVE ACCOUNTING THAT WORKS WITH YOU?
Accounting Wheel

streamline your bookkeeping processes

As businesses grow, applications are added to help solve new problems and accommodate the growth.  Eventually, these individual softwares turn into a process nightmare as you are managing data in multiple places.  Taking a step back and identifying ways to bring accounting, sales, and operations systems together will enhance your bookkeeping and give you better data.

What We Offer

our bookkeeping services

Let us help you implement a cloud-based accounting system that is customized to your unique needs, saves you both time and money, and helps you grow your business.

Check Envelope

Bill / Check Payments

Our team will handle all vendor payments for your business.  We utilize a bill payment software that connects directly to your books so as bills are entered, they become available for you to approve the payment from your phone, tablet or computer.  Once approved, your vendors will be paid via check or ACH through the service.  If you write a lot of checks, this service can save you countless hours each month and with the approval workflow, you stay in command of your bank account and what gets paid.

 

Receipt

credit card Expense / receipt Management

Our team will implement and oversee a process to collect credit card receipts and ensure expenses are coded properly.  Whether you have 2 employees with company credit cards or 100, our process scales up with your team and ensures that you never lose control of what is being spent by your employees.

 

Invoice

customer invoicing and payments

Whether you are doing time billing, product sales, or donations, our team will help set up a process to facilitate the creation of invoices for your customers. Your customers will be able to pay you quickly for your work with ACH and credit card payment options.

 

Reconcile

Data entry and reconciliations

Our team will ensure that all transactions in your books are accurate, up-to-date, and reconciled to your bank accounts.  We update our clients' books weekly so you always know how your business is performing.

 

Financial Statement

Financial Statements

We prepare your P&L and Balance Sheet monthly after your books are updated and reconciled.  Our clients have full access to their books so they can view their customer, vendor, and accounting reports regularly.

 

Payroll

Payroll processing

We handle everything from start to finish with your business's payroll.  This includes employee onboarding, time tracking, PTO tracking, benefit deductions, direct deposits, tax payments, quarterly tax filings, and annual W-2s.  Employees have access to a self-service portal to retrieve paystubs, change withholdings, update direct deposit accounts, and download W-2s.

 

Job Tracking

project tracking

Our team can help set up an integrated process for businesses that need to track large projects and ensure that they stay on budget.  Our project tracking service helps your business monitor labor hour budgets and material budgets against actuals to ensure each project is on track and profitable.

 

Sales Tax

Sales tax filing

We track your sales tax and ensure that filings and payments happen each month for your business.

 

Vault

secure document collection and storage

Our team will setup a process to securely collect and store all of your documents electronically.  Vendor invoices are sent directly to your business's own document portal where our team will review and publish them into Xero.  The electronic copy of the vendor invoice is attached to each transaction in Xero and a backup is saved in your encrypted client folder.  This reduces lost documents and makes a seamless filing system that is easily searchable when questions arise.

1099 Form

1099 Prep and filing

Our team will review, prepare, and file your 1099 forms each year.  

 

softwares included

Xero Subscription

The accounting software subscription is included and gives you full access to your books from your phone, tablet, or computer.

client document portal

A secure portal is included in our bookkeeping service so your documents are readily available and stored securely.

SAVE TIME AND MONEY

Let us help your business implement bookkeeping processes that scale with you and reduce your administrative time.