Services & Packages
Your QuickBooks Online Certified ProAdvisor & Xero Certified Accountant
Foundation — Get your books in order
You're doing your own bookkeeping but not sure if it's being done correctly. This monthly review gives you oversight, catches errors before they become tax problems, and makes sure your accounts are set up right. A great starting point for small business owners who want professional eyes on their books without a full-service commitment.
Command — Fully managed, fully informed
Your accounting, fully handled. From bills and invoices to payroll, cash flow management, tax reporting, and financial projections — this is a complete outsourced accounting solution for trade businesses that are ready to run lean and grow smart. Job costing available.
Advisor — Your financial partner for growth
Beyond the numbers. This is a working partnership — reviewing your business performance, building cash flow forecasts, setting up internal controls, training your team, and helping you make the right decisions at the right time. For business owners who are serious about profitability and growth.
À La Carte — Only what you need, when you need it
Need a one-time cleanup? Catching up on reconciliations? Help with an IRS notice or troubleshooting errors in QuickBooks or Xero?
This flexible option covers project-based and occasional needs — no long-term commitment required.
Accounting Software available
QuickBooks Online, Xero
Payroll Providers Supported:
Gusto, OnPay, ADP, Paychex
Other Software: AirTable, Stripe, Square, RAMP, Melio bill pay/receivables