Our Financial Services

Set up or clean up? If your books need to be set up or caught up, give us a call. However bad the situation is, don't worry: we've seen worse. We will get your books sparkling clean and up-to-date in no time. We will discuss your unique situation and give you an estimated time for when your books will be done.

Getting paid shouldn't take a ton of work. We will prepare invoices based on your guidelines. We can even follow up with your customers about late payments as needed. If payment reminders need to be sent, our team will follow templates and call scripts that we'll confirm with you beforehand.

We keep track of and then create and file all applicable forms: 1099s, 1040s, 1120s, and more. We handle complicated forms, so you don't have to.

Our services include recording and categorizing transactions, reconciling accounts, month-end and year-end closing, and other essential tasks. We sync the accounting software with most major banks and payment platforms to automatically import financial data securely and efficiently.

Our fully-digital solution will modernize your expense systems to identify inefficiencies, reduce the time required to process claims and receipts, and improve your expense policies. Stay on top of your spending to reach your financial goals. Doesn't that sound nice?

We make it easy to pay your employees. We set up ACH direct deposits, manage payroll forms, figure payroll taxes and insurance, and generate payroll accurately & on time. We can also set you up with a GPS time-tracking system.

In addition to recording and tracking your unpaid bills, we can issue payments on your behalf. We will follow your guidelines for when to pay which bills and from which accounts.

You can add authorization to approve individual payments before they are issued. You choose the authorization method: SMS or an easy-to-use online dashboard.

See what your money is doing. Your income statement, balance sheet, and visual reports provide the data you need to grow your business. Get the correct information in the right amount of detail to make better-informed decisions.

We calculate and send a payment for sales tax for you. Then, we file the sales tax returns every quarter on your behalf.