Start simple — add payroll, tax filing, or A/R management when ready.
Monthly categorization & reconciliations for all bank and card accounts.
P&L – Balance Sheet – Cash Flow
We match Shopify/PayPal/Stripe/Faire sales, fees, and refunds to bank deposits so income is accurate.
COGS tracking for product businesses; align inventory costs with sales each month.
We record invoices and bills, track due dates, and reconcile payments. You collect and pay.
Quarterly performance summary with actionable recommendations.
P&L, Balance Sheet, General Ledger, Trial Balance, and vendor summaries—ready for your tax preparer.
For freelancers and very small businesses starting to formalize their finances.
Stay compliant, organized, and ready for tax season.
For growing businesses that want clean books and clear visibility each month.
Understand profitability and make confident decisions.
For established operations with steady sales and expenses.
Gain detailed financial insight and consistent, tax-ready reporting.
For high-volume companies needing advanced oversight.
Tailored workflows, detailed reporting, and dedicated support.
Onboarding, pay runs, payroll tax filings, compliance.
Record & reconcile payroll in your books (no filings)
Quickbooks setup, chart of accounts, bank feeds.
Prior months/years reconciled so reports match the bank.
Prepare & submit returns; reconcile taxable sales; track payments.
We invoice, follow up, schedule bills, and initiate payments (you approve).
Inventory items & COGS configuration; optional POS/e-com integration.
Connect Shopify, Square, Amazon, PayPal; map payouts & fees.
Monthly projections, cash-flow goals, performance checkpoints.
W-9 collection, review, e-filing 1099-NEC/MISC.
30–60-min video/Zoom session reviewing reports, KPIs, and cash flow
Priority same-day email replies, dedicated portal folder setup, document labeling
