Small Businesses


Small Business Services

Do you need help with your books, but are not ready for a full-time employee? 
Do you want to spend your time on growing your business rather than toiling over accounting? 
Are you piling shoeboxes in a corner full of receipts in hope that they will organize themselves? 
Maybe you do not want to manage the costs and overhead of staff, but know you need help.

If any of that describes your situation, you are in the right place. Busy business owners know it is essential to ask for help and outsource so they can focus on the most important aspects of their business. Let us help you get transparent finances so you can focus on charting the course for your business's future.

We do not outsource your information and all your items are handled directly by us. We will make the entire processes the most efficient, automated, and accurate for your needs.

 We provide the following services:

  • Bookkeeping and accounting services
  • Assistance and extra hands during projects or staff transitions
  • Budgeting, grant reporting, and cash flow planning
  • Custom financial dashboards and KPIs
  • Consulting on accounting systems, selection, staff training, and best practices
  • Payroll provider coordination and tax filings (we do not do payroll filings in house; we help you find the best provider whether local or online.)
  • We work with your tax accountant to get your books squeaky clean for them to prepare taxes (they appreciate this too!) Because we are a small boutique firm that works with few clients at a time, the cost for the tax software outweighs the benefit to you to switch. We also feel that having two sets of eyes on your books is always a benefit for brainstorming and building a team to support your business.

Schedule a meeting with us to determine the right fit for your needs (Please note we cannot accept any additional clients at this time that need monthly reports the 1st or 2nd week of the month)

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About Us

We help small businesses and nonprofits stay afloat by offering accounting and Virtual CFO services so that they can wear less hats and focus on their businesses and missions.

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