Partnering with leaders to build and grow remarkable organizations
We’re here for you
From full service bookkeeping to specialized consulting,
we’re ready to meet you and your business right where you are.
Accounting
Weekly and Monthly Bookkeeping
Drive your business forward with clear, concise, and hassle free financial reports. Your dedicated account manager will handle all the day-to-day financial tracking, freeing you up to focus on doing what you do best.
Consulting
Financial Review
You’ve invested time, money, and love into creating your company. Let us help you take it to the next stage in your business journey. We can help empower your team, strengthen your goals, and automate your systems to grow a truly remarkable company.
Non-Profits & Ministries
Weekly and Monthly Bookkeeping
Having worked in and with non-profits, we are well equipped to handle your organization’s reporting needs. Let us help you with all the day to day tracking and financial management, so you can focus on doing what you do best: serving your community!
Our Process
How we get to know you and your business
We want to help! We know that each client’s needs are as unique as their company. Our team of experienced professionals work with you to get you the information that matters most to you.
We believe accounting should be predictable. You shouldn’t have to worry about whether you’ll get the info you need or be able to file taxes on time. No matter the circumstances, we deliver reports on time.
You should know what our team does for you and you should receive value from it. There isn’t a cookie cutter approach that works for every organization, so we tailor our services to fit your needs.
Accounting
Find out which services are right for you! Contact us for a free review and recommendation.
Core Services
Receipt capture and backup subscriptions
Record standard transactions
Monthly account reconciliations
Monthly financial reporting
Annual reports and coordinate with tax preparer
Unlimited email support
Common Add-ons
Record advanced transactions
Category specific tracking
Specialized monthly reports
Custom weekly reporting
Monthly KPI reporting
Monthly or Quarterly financial review meetings
Annual 1099 filing
Sales tax returns
Specialized Services for Non-Profits & Ministries
We understand the nuances of running a non-profit. Contact us to learn how we can partner with your organization.
Core Services
Receipt capture & Backup subscriptions
Record transactions to appropriate budget lines
Monthly account reconciliations
Monthly financial & budget to actual reports
Annual reports & coordinate with tax preparer
Unlimited email support
Common Add-ons
Custom board reports
Donation tracking in donor management system
Quarterly or annual donor statements
Follow up to ensure all receipts received
Sales tax returns
Annual 1099 filing
Monthly or Quarterly financial review meetings
Custom weekly reporting
Specialized monthly reports with KPIs