Everything your business needs to run clean.
One firm covering all of your financial and compliance needs, so nothing falls through the cracks between functions.
Bookkeeping & Accounting Technology
Clean, current books every month, kept in QuickBooks Online and connected to the tools your business already uses. Reconciliations, month-end close, and financial statements so you always know where you stand.
- Monthly bookkeeping, reconciliation & month-end close
- Catch-up bookkeeping & chart of accounts cleanup
- QuickBooks Online setup, migration & management
- Shopify, Bill.com, Expensify & more connected
Outsourced & Fractional CFO
CFO-level strategy and financial leadership without the full-time executive salary. Budgets, cash flow, and investor- and bank-ready reporting.
- Monthly financial packages
- Rolling 13-week cash flow forecasts
- Budget development & variance analysis
- KPI dashboards, board reporting & financing support
Payroll Outsourcing
Accurate, on-time payroll for businesses from a handful of employees to 500+, run on Paylocity by a team that knows your books.
- Payroll processing & direct deposit
- Federal & state payroll tax filings
- W-2 and 1099 preparation
- New hire reporting & compliance
Human Resources
The human resources infrastructure growing teams need, from onboarding and handbooks to benefits and compliance, connected directly to payroll.
- Employee onboarding & offboarding
- Benefits administration (health, 401k, FSA)
- Handbook & policy development
- HR compliance (FLSA, ADA, FMLA, state law)
Sales Tax
Economic nexus, destination-based rules, and local rates create real complexity in every state you sell into. We handle registration, nexus, returns, and filings nationwide.
- Sales & use tax registration in any state
- Multi-state filing & remittance
- Nexus analysis for online and remote sales
- Exemption certificates & audit support
Accounts Receivable & Payable
We manage both sides of the ledger so money moves in and out of your business on schedule.
- Invoice creation & delivery
- Collections follow-up & aging reports
- Bill pay & vendor management
- Cash flow impact reporting
Not sure which services you need? We'll figure it out together.
Book a free call and we'll map the right mix for where your business is today.
Book a free call