Balance Sheet Management

Calculating cash and investments, accounts receivable, inventory and supplies, equipment, assets and other items.

Financial Forecasting​

Financial statements tell you more than where you’ve been, when analyzed correctly it also reveal where your business is headed. 

Monthly & Quarterly Reports

Get accurate, custom reports when you need them, and make better decisions for budgeting and forecasting.

Strategic Planning.​

Real-time financial data and analysis that helps you identify opportunities, solve problems and plan for the future.

Schedule a Free Consultation

Spend less time on bookkeeping and more time growing your business. Get more information about our bookkeeping, balance sheet service, [email protected] or 


Choose the plan That Works

Our pricing models are flexible. We are able to customize a bookkeeping packages based on your business needs. All plans has a Point of Contact, a dedicated in-house Bookkeeper. Monthly costs vary based on your needs and company expenses and bank transaction 

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Per month

For Companies with up 50 Transactions or $3000 in monthly expenses 



Per month

For Companies with 51-100 Transactions or $5000 in monthly expenses



Per month

For Companies with over 101 Transactions or $7500 in monthly expenses

Subsequent Service

We will calculate, file and pay federal, state and local payroll taxes. At the end of the year, we post and send each employee and contractor W-2 and 1099 forms.  If an employee loses their W-2, simply print another, or we can send via the mail. You will be able to review and approve the W-2 before they are finalized!  Our Payroll service put you in back in the drivers seat of your business. 

Not filing a timely sales tax or  information reported incorrectly, will generate big penalties or back tax payments. We make the effort to ensure sales tax is not only remitted timely but is also reported correctly.

  • Applying for a new sales account with your state tax agency
  • Setting up internal processes to help you properly track your sales tax
  • Preparing and filing your sales tax forms
  • Processing your sales tax payments

Getting Started

When you get started with us, you will be able to focus more time and resources on your business.

Enhance the efficiency and effectiveness of your organization structure.

Improve decision making with the aid of real time information at your disposal.

Analyze your business finances thoroughly and seized opportunities where possible and better recognize and understand the associated risk.

coffee on computer Tax preparation

Try Our Service

Try our service free for 30 days. We’ll do a month of your bookkeeping providing you with income statements and balance sheet. If we’re not the best fit for your business, you would have received a month Bookkeeping Service at no charge, risk-free.