Embedded Files
Outsourced Bookkeeping &
"Your one-stop, full-service, specialty shop
For All Things...
Bookkeeping & All Your Outsourced Financial Needs"
"Your one-stop, full-service, specialty shop
For All Things...
Bookkeeping & All Your Outsourced Financial Needs"
★Your one-stop, full-service, specialty shop for all your bookkeeping and outsourced financial needs with the feel, finesse, and functionality of having your own in-house finance department.
★We provide custom solutions tailored to your needs, providing only the services/solutions you need with continued analysis to ensure optimum efficiency & performance, easily scaling as you grow.
★We can help with the establishment, maintenance, and/or "clean-up~catch-up" of your "books". Whether you're behind, up-to-date, or haven't started, we handle it all.
★One-time, as-needed, or on a routine basis.
★Proudly serving individuals, startups, and small-to-mid-sized businesses.
★Proudly serving individuals, startups, and small-to-mid-sized businesses.
★Saving you money and freeing up your time so you can focus on what matters most to you, running your business!
★Saving you money and freeing up your time so you can focus on what matters most to you, running your business!
★We look forward to working with you!
★We look forward to working with you!
★Outsourced Services & Solutions:★
(click each item below for more details)
Bookkeeping & Reconciliation
Bookkeeping & Reconciliation
★ Post/Enter and Categorize Transactions
★ Reconcile Accounts
★ Generate Financial Reports
★ Establishment, Maintenance, and/or 'Clean-Up~Catch-Up' of your 'books'.
Payroll Services
Payroll Services
★ Employee and Contractor (I9, W2, W4, W9, 1099, Policies, etc.) Management/HR
★ Time Tracking & Benefits Administration
★ Direct Deposits, Paychecks, & Paystubs
★ Payroll Tax Calculations & Filings
★ Payroll/Financial Reports
Business Controller/ C.F. O. Solutions
Business Controller/ C.F. O. Solutions
★ Accounts Receivable & Payable Management
★ Produce and Pay Invoices
★ Cash Flow Monitoring
★ Customer, Vendor, & Contract Management
★ Budgeting & Forecasting
★ Strategic Planning
★ Financial Projection Reports
Personal Financial Services & Solutions
Personal Financial Services & Solutions
★ Establishment, Maintenance, and/or 'Clean-Up~Catch-Up' of your personal 'budget or books'
aka budget creation and monitoring
★ Cash Flow Monitoring
★ Recurring Purchase & Subscription Management
★ Bill Payment & Management
★ Coaching, Guidance, & Strategic Planning
Next Steps: Get started in 3, well, 4 simple steps...
1) Complete the 'Contact Us Form' below.
Complete our short form and we'll be in touch via your preferred contact method within 24 hours.
2) Initial 'Consultation/Discovery [C/D] Meeting'
Initial meeting to learn about you/your business and determine what you need.
3) 'C/D Smart Review' & 'S/S Plan Presentation'
Offline review, evaluation, & creation of customized Services/Solutions [S/S] Plan.
4) Plan Acceptance & Work Begins
Presentation of 'S/S Plan', Acceptance, & Work Begins.
Certified QuickBooks Level 1 & Level 2 ProAdvisor, ProAdvisor~Silver,
and Trained Bookkeeper
from Intuit QuickBooks
Professional Certificate in
Digital Asset Management
from the University of Wisconsin-Madison & edX
Professional Certificate in
Fundamentals of Financial Analysis
from Babson College & edX
Page updated
Google Sites
Report abuse