As a small business owner, you have more important things to do than to keep your own books. We take care of your books for you so you can get back to the job of running your business and generating profits.


We assign a dedicated accountant to work on your company’s bookkeeping that will work on your business.  This bookkeeper, along with our Account Executives, will carefully review your financial accounts, ask any categorization questions before we get started.  We exclusively use QuickBooks Online for bookkeeping software.  It allows us to focus on one accounting system instead of juggling multiple software.


Each month or quarter we can assist you with the following tasks for you…

  • Reconcile your bank account
  • Generate an income statement (also known as Profit & Loss statement)
  • Generate a balance sheet
  • Clean up your general ledger
  • Provide tax planning consultations
  • Prepare your business and personal tax returns