What we do
Services for life's financial details
We work with businesses, and we work with individuals and families. Whichever brings you to us, you get an experienced team that learns your finances, handles the details and gives you peace of mind.
Our team expertly handles
For businesses & nonprofits
Clean, current books, all year.
So you can run your business and hand your accountant everything they need at tax time.
- Monthly bookkeeping
- Categorizing, bank and card reconciliations, expense tracking and monthly reports we walk you through.
- Catch-up & cleanup
- Behind by months or years? We clean up unreconciled accounts and mixed expenses, then get you current.
- QuickBooks setup & cleanup
- A chart of accounts and workflows that give you clear numbers and easier tax prep.
- Payroll & 1099 support
- We can process payroll for you through QuickBooks, Gusto, ADP and other platforms. If you run payroll in-house, we make sure every payroll transaction is tracked correctly in your books. We also prepare and file your 1099s, or get the information ready for your CPA.
For your home & family
Everyday finances, handled with care.
Personal, hands-on help for busy families, older adults and the adult children who support them. We come to your home, work with you remotely, or a mix of both, whatever you prefer.
- Household bookkeeping
- Bill pay, budgeting, expense tracking, organizing household paperwork and family office support. We’re also your financial advocate, keeping the details in order so you always know where things stand.
- Daily money management
- Paying bills, watching accounts for anything unusual and protecting against scams. What is it?
- Getting organized after a life change
- A loss, a move or a divorce. We help you gather what's there and build a simple system.
