A suite of services that fits your organization
Bookkeeping, general accounting, financial statements, payroll, internal controls and tax, as a full-scope package or à la carte, generally at a cost less than an on-staff accountant.
Our services
Accounting & Bookkeeping
Accurate, up-to-date books are the foundation of every good decision. We keep yours that way, for less than the cost of an on-staff accountant.
Financial Statement Preparation
Your organization may not need an audit or review, but you do need reliable financial statements to run it effectively.
Tax Planning & Preparation
Year-round tax guidance that keeps you prepared and proactive, not scrambling at the deadline.
Payroll Services
Pay your people accurately and on time, with payroll taxes filed correctly every period.
Customized to your organization
Our team evaluates your specific needs and builds a service package around them, whether that means monthly bookkeeping and payroll for a small business, or budgeting, state reporting and board-ready statements for a charter school.
- Bookkeeping & general accounting
- Financial statement preparation
- Payroll setup, processing & filing
- Internal controls
- Tax planning & preparation
- Software setup & staff training
A clear path from first call to clean books
Conversation
We learn how your organization runs, who reports to whom, and where the pain points are.
Assessment
We review your current books, systems and deadlines, then recommend a full-scope package or à la carte services.
Setup
We set up or clean up your accounting software, chart of accounts, payroll and internal controls, and train your staff.
Ongoing Support
Monthly close, timely financial statements, payroll and tax filings, with Michelle available when questions come up.