Our Services:

  • Bookkeeping

    *Monthly bank and credit card reconciliation

    *Balance sheet and income statements

    *Sales tax reports

    *Budgeting, billing, and invoice reports

    *1099 filing,

    *Payroll report reconciliation

    *Cashflow reports.

  • Consulting

    *Bookkeeping check-up before tax time

    *Accounting software troubleshooting

    *Business coaching for new entrpreneurs

    *Support for admin employees tasked with in-house bookkeeping

    *Bookkeeping 101 for all interested parties

    *Customized projects and requests

    *Xero workshops available individually and in groups

  • Xero Set Up

    We can set Xero up for your business if you start from scratch or migrate from another software.

    We can set up bank and credit card feed connections and create a chart of accounts that meets compliance and is customized to your business. Enjoy tech-forward, smooth bookkeeping solutions!

  • Hubdoc Set Up

    HubDoc is a receipt, bill, and document management and scanning tool.

    The application is free with your Xero subscription. Available in mobile form too. Essential to free your desk of paper (and save some trees!)