More Family Time

pay yourself a salary

vacation. new car. new home.

expand or franchise

Get back the hours every day that you'd normally spend figuring out your financials to spend with family, friends, going to the gym, playing golf...whatever your heart desires!

Many business owners don't budget for their own salary, or even know how much they can set aside for themselves. We can give you a clear picture of exactly how much you can afford, and help you get to where you want to be. 

See your business with a clear view of all cash flows, where you could save money, and where you could make more, to make your dream vacation, car, or new home a reality!

Looking to expand your business or franchise out? Be prepared to go to the bank with clean and precise books so you can get the business loan needed to make your dreams a reality. Inaccurate books and reports are one of the top reasons businesses are denied loans.

Smart Bookkeeping. Smart Business.

Our team of Bookkeeping Professionals can take your books to the next level. No two clients are the same, and the same goes for your bookkeeping needs. Every proposal we create is unique, but below lists many of the services we offer in our bookkeeping packages, based on your individual needs.

With over 35,000 transactions and reports logged, you know your financials are in good hands. We bring a level of accuracy and precision unmatched in our field. 

35,000+

Transactions & Reports Completed

Accounting Software Setup

Clean Up Projects

Client Invoice Creation

Transaction Classification

Accounts Payable & Accounts Receivable

Credit Application & Tax Exemption Form Completion

Monthly & Quarterly Reports & Consultation

Inventory, PO, & Service Tracking

Job Costing & Location Classes

Asset Depreciation Tracking

Loan Amoritization Schedules

Contractor 1099 Tracking

Account Reconciliation

Preparation of Books to Send to Tax Preparer

Businesses we serve & what to expect

As a small business owner, we understand how valuable time is. Although every client proposal is unique, we share here our basic client criteria to ensure we're the best fit for your business. Once you have gone through the consultation process, you will be presented with a formal proposal with pricing and exact service contract terms. 

Business sectors served

We serve small businesses across a wide range of sectors, from manufacturing to freight services, general contractors, service industries, and more. Our clients have a combined gross revenue of over $70 million. 

Average Monthly Costs

Depending on the services elected by the client, services can range from $300 to $1200+ a month. Keep in mind, you won't be paying an employee, payroll taxes, health insurance, and other fees that would come with an in house bookkeeper. Cleanup projects are an additional fee and priced according to the time period of cleanup, client accounts and transactions, plus additional factors.  

What DON'T We Do?

We do NOT prepare taxes or payroll. We will have your books ready to send over to your tax preparer with the highest level of accuracy, and will enter payroll Journal Entries on the books, but we do not prepare or process the payroll or associated deductions & withholdings. We also do NOT pay any bills or touch any client money. We ask for VIEW ONLY privlidges to accounts and should never have credit card numbers. It is a direct ethical and moral conflict for us to both enter and pay the same transactions. Most of our business' owners or secretaries pay the actual bills, we record the transactions. We also will NOT knowingly enter any transaction inaccurately, that is fraud, tax evasion, or in any other way illegal. We will, however, help clients optimize tax deductions to the fullest of our knowledge. 

Responsiveness

We take great pride in quick responses. Per our contract terms, we will reply to all inquiries within 24 business hours. Most of the time we will reply within the hour, unless research is needed into the subject matter. We don't like to make our clients wait for an answer. 

More than Bookkeeping services

We are more than just a bookkeeping service. With a level of accuracy and precision unmatched by others, we are a trusted advisor to many of our clients. We work hard to ensure every dollar of our client's money is well spent and never wasted. We have caught many fraud charges, unneeded subscriptions, and duplicate transactions that would otherwise go unnoticed. We've fought hard for client money that should be refunded, but required follow ups that our clients didn't have time for. Once we get to know the client's books, we don't hesitate to reach out asking about charges that seem unfamiliar or have potential cost savings. 

What we need from our clients

We ask for clear communication and honesty. We understand everyone is busy, and some businesses truly don't understand accounting principals and differences between assets and consumables. We are always excited to educate on any matter, but ask that clients respond with any needed documentation or clarification as soon as possible to prevent any bookkeeping delays. 

Ethical & Moral Responsabilities

We strictly follow GAAP and all state and federal laws. While we will help classify and list transactions to best optimize tax deducations (with consultation with the client's CPA), we will NOT knowingly misclassify transactions, withhold sales tax on non-exempt purchases, or code non-business purchases as business expenses. Breach of contract may be pursued for clients who continuously insist upon bookkeeping that goes against GAAP guidelines and any state or federal law. 

New client consultation process

Once you reach out for more information, we will send over a quick questionnaire to briefly learn more about your business and needs. From here, we will schedule a consultation to fully understand where your business stands with it's books and what your business needs for services. Once all requested information is obtained from the prospective client, we will create a proposal within 48 business hours and set a time to go over everything and answer any questions. It may seem like a long process, but we want to make sure everything is set up and exactly as your business needs it, as well as to prevent any unexpected charges in the future for accounts or needs not discovered during the onboarding process. 

Clean Up Projects

Many new clients require clean up services, ranging from small organization of books to massive restructure of the accounting process for prior months or even years past. Cleanup projects are priced based on the time period that is being cleaned up, how many total bank accounts, credit cards, loans, assets, and monthly transactions there are, as well as how many GL accounts are needed. Client responsiveness during the clean up process is imperative to completing the project on time and with the highest level of accuracy. Every clean up project is unique and pricing will be thoroughly explained during the proposal meeting. 

Client Education

We love educating our prospective and current clients on all things accounting! We are always happy to answer the why's and how's of Bookkeeping. We take the time to make sure the client understands the accounting behind the numbers and why certain transactions are coded and logged the way they are, as well as understanding all financial reports in everyday language that makes it easy to make business decisions. While we do not prepare taxes, we work to make sure all transactions are prepared and entered in the most tax-efficient way, to optimize tax deductions and credits whenever possible, with the help of the client's CPA. Do you have an accounting question you're not sure about? Reach out to us today and we can get you the answers you need! If we don't know, we will refer you to an accounting professional who does. 

WE ARE NOT LAWYERS OR TAX PROFESSIONALS. WE DO NOT GIVE LEGAL, TAX, OR FINANCIAL ADVICE. WE WORK IN THE BEST OF OUR ABILITY TO PREPARE OUR CLIENT'S BOOKS ACCORDING TO CURRENT GAAP GUIDELINES AND STATE AND FEDERAL TAX LAW, WITH INFORMATION PROVIDED BY THE CLIENT. 

Having troubles understanding your business financials?

We believe Bookkeeping is more than just entering transactions. We make sure every client fully understands each report we generate to clearly see every aspect of their business. We take the time to explain your business' financials in everyday language you can understand to help you determine budgets, spending cuts, areas for growth, and making sure every penny is spent in the best interest of your business.