Bookkeeping and Tax Services
Built for Small Business

Always Know Where You Stand

Messy, outdated books do not just cause stress — they cost you money. Our monthly bookkeeping service keeps your records clean, current, and organized so you always have an accurate picture of your business's financial health.

• Monthly transaction categorization and reconciliation
• Profit and loss and balance sheet reports
• Cash flow visibility
• QuickBooks Online management
• Direct communication with your bookkeeper

Behind on Your Books? We Can Fix That.

Whether you are six months behind or three years behind, we have seen worse. Our catch-up service gets your records accurate and current — so you can move forward with clean books and a clear picture of where your business actually stands.

• Full historical transaction review and categorization
• Account reconciliation for all periods
• Corrected financial statements
• Transition to ongoing monthly bookkeeping

Set Up Right. Used Right.

QuickBooks is a powerful tool when it is configured correctly for your business. When it is not, it becomes a source of confusion and costly errors. As certified QuickBooks ProAdvisors, we set up your chart of accounts, connect your bank feeds, and configure QuickBooks to reflect how your business actually operates.

• Chart of accounts setup tailored to your industry
• Bank and credit card feed configuration
• Customer and vendor list import
• QuickBooks training for you and your team
• Ongoing ProAdvisor support

No More Tax Season Dread

We prepare and file your business taxes accurately and on time — and we do the research to make sure you are not leaving deductions on the table or creating problems with the IRS. Every business situation is different and we treat it that way.

• Business tax preparation and filing
• Tax research for complex situations
• Deduction identification and optimization
• On-time filing to avoid penalties

Know What Every Job Actually Costs You

For contractors and trade businesses, job costing is not optional — it is survival. If you do not know your true cost per job, you cannot price correctly, you cannot identify what is profitable, and you cannot grow intentionally.

Scott managed job cost reports inside a real manufacturing operation. He sets up systems that give you real visibility into where you are making money and where you are not — job by job.

• Job costing system setup in QuickBooks
• Per-job profit and loss reporting
• Labor, materials, and overhead allocation
• Subcontractor cost tracking

More Ways We Can Help

Not every business needs the same things. We offer a range of add-on services to build a bookkeeping strategy that fits exactly what your business requires. Not sure what you need? Let's talk — we will tell you honestly what will actually make a difference.

• Payroll assistance
• Inventory management
• 1099 preparation
• Additional tax filings
• Financial reporting for loans or investors