Bookkeeping That Actually Works For You

Transaction Management: We connect to your bank accounts, credit cards, and payment processors (like Stripe, PayPal, or Square). Every transaction is automatically imported, then your bookkeeper reviews and categorizes each one correctly. Whether it's office supplies, contractor payments, or customer refunds—everything is coded properly for tax purposes.

Account Reconciliation: Every bank account and credit card is reconciled monthly. This means we match your QuickBooks records to your actual bank statements line by line, catching discrepancies, duplicate charges, or potential fraud before they become problems.

Financial Reporting: You receive clear, professional reports including Profit & Loss (are you making money?), Balance Sheet (what you own vs. owe), and Cash Flow statements (where money is coming from and going to). Your bookkeeper explains what these numbers mean for your specific business.

Ongoing Support: Questions about a transaction? Need to understand a trend? Want to talk through a big purchase? Your bookkeeper is available by email and phone—same person every month, no support tickets, no waiting. They learn your business, your industry quirks, and your goals.

We use QuickBooks Online (we'll even set it up for you if needed), so your data stays yours forever. No proprietary lock-in. Your tax professional can access it anytime. If you ever leave us, you take everything with you—no exports, no hassles.

Year-Round Tax Compliance: Every transaction is categorized tax-correctly from day one. When December 31st hits, you're already done—not scrambling to piece together a year's worth of receipts. Your books are organized and ready for filing, with proper documentation and clear categorization.

Quarterly Estimated Taxes: We calculate what you'll owe and help you set aside the right amount quarterly. No surprise tax bills in April. No scrambling to find cash you didn't plan for. You always know what's coming.

Tax-Ready Financial Reports: We prepare complete, organized financial reports with all the documentation needed for tax filing. Everything is categorized correctly and ready to go when it's time to file.

Full Tax Preparation & Filing (Scale Plan): On our Scale plan, we don't just prep your books—we prepare and file your actual business tax returns. Form 1120S for S-Corps, 1065 for partnerships, Schedule C for sole proprietors. We handle the preparation and filing so you don't have to.

Maximum Deductions: Your bookkeeper knows what qualifies as a legitimate business expense. Home office? Vehicle use? Client meals? Travel? Technology purchases? We track it all correctly so you get every deduction you're entitled to—legally.

The result? Tax season becomes a formality instead of a crisis. Your returns can be filed in January or February instead of rushing in April. You sleep better knowing professionals handled it.

Employee Onboarding: When you hire someone new, we collect all the paperwork (W-4, I-9, state withholding forms, direct deposit authorization) and get them set up in the system. We register with state agencies, set up unemployment insurance, and handle all compliance requirements. You focus on training your new team member.

Payroll Processing: Every pay period, we calculate gross pay (salary, hourly, overtime, bonuses, commissions), withhold the correct amounts for federal and state taxes, Social Security, Medicare, and any garnishments or deductions. You review and approve through an online dashboard—we handle the math and compliance.

Direct Deposit & Payments: Your employees get paid on time via direct deposit to their bank accounts. Pay stubs are available online. Contractors get 1099s with proper tax treatment. Everything is documented and tracked.

Tax Deposits & Filings: We calculate what you owe to federal, state, and local tax agencies, then deposit it on the required schedule (monthly or semi-weekly depending on your size). Quarterly 941s, state unemployment filings, and other required reports are filed automatically. You never miss a deadline or pay a late penalty.

Year-End Tax Forms: In January, W-2s go to your employees and 1099s to your contractors—filed with tax agencies, delivered to recipients, and everything's documented. You're not scrambling on January 31st trying to figure out Wage & Tax statements.

Benefits & Insurance Integration: We work with your health insurance provider, 401(k) administrator, and workers' comp carrier to ensure payroll deductions match benefits enrollments. Everything stays in sync.

You approve each payroll through a simple dashboard. We handle everything else. Your team gets paid accurately and on time. Taxes get filed correctly. And you stop worrying about compliance.