What we do

Modern finance, built for you. From clean books to custom automations.

Core Services

Monthly Bookkeeping

Your books, always current.
All transactions categorized monthly and accounts reconciled. Best for steady, lower-volume businesses.

Weekly Bookkeeping

For active operators who need visibility.
All transactions categorized weekly, with basic reporting by project or trip, reconciliations, and custom KPI tracking.

Payroll

Easy, accurate, compliant.
We handle payroll processing, filings, and basic onboarding/offboarding for your team.

Cash Flow Management

We track, forecast, and help you manage cash so you can plan ahead, cover expenses, and grow confidently — even through seasonal swings.


Add On Services

AR Management

We manage invoicing, reminders, and collections — so you stay cash-positive.

AP Management

We handle vendor bills, approvals, and payments so nothing slips through the cracks.

Tax Planning

We help reduce surprises and taxes — through S-Corp strategies, estimated payments, and year-end planning.

Tax Prep Coordination

We package everything neatly and either coordinate directly with your tax preparer — or connect you with one we trust.

How we work together

Every business is different and requires a different level of support from us. After we determine what services you want done, you get to decide the level of interaction you want with us.

Partner

  • Monthly call access, priority email, collaborative planning

  • Operators who want regular insights and proactive recommendations

Support

  • Email support and quarterly check-ins

  • Businesses needing reliable monthly financials without frequent strategy sessions

Partner Plus

  • Weekly calls, Slack access, on-demand reports.

  • Fast-scaling businesses or owners delegating full financial operations

Our Software Partners

The right tools make finance frictionless — we partner with best-in-class platforms to simplify and streamline your back office. As certified partners, we can often pass on exclusive discounts or preferred pricing to our clients.

Quickbooks Online

The industry-standard accounting software we use to manage your books with clarity and precision.

Gusto

Our go-to platform for seamless payroll, benefits, and team onboarding — even across multiple states.

Relay

A modern business banking solution that makes bill pay, team access, and cash management effortless.

Xero

An alternative cloud-based accounting system we support for clients already on the platform.

Fathom

We use Fathom to turn your numbers into clear, actionable dashboards and performance insights.

Zapier

We build automations in Zapier to connect your tools and eliminate manual, repetitive tasks.