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Simplifying your Business Finances

How We Help

  • We tame the chaos of receipts and spreadsheets into a story that makes sense so you can focus on growing your business (or finally enjoying that second cup of coffee).

    From balancing books to tracking every last cent, we make sure your finances are accurate, organized, and stress-free.

  • Managing cash flow doesn’t have to be stressful. We ensure your bills are paid on time, your customer invoices are tracked, and your records stay accurate. With clear processes in place, vendors are satisfied, clients pay promptly, and you always know where your money stands.

    Our goal is to keep your payables and receivables running smoothly so you can focus on making confident business decisions without worrying about the details.

  • Paying your team accurately and on time is essential. We take care of the entire payroll process—from calculating wages and deductions to ensuring compliance with tax regulations. Our streamlined approach reduces errors, saves you time, and gives your employees the confidence of knowing their paychecks are always right.

    With payroll handled, you can focus on leading your team while we manage the details behind the scenes.

  • Navigating sales tax rules can be complex, but we make it simple. From accurate calculations to timely filings, we ensure your business stays compliant with ever-changing regulations. Our process helps you avoid penalties, reduce stress, and keep your focus where it belongs—on running your business.

  • Staying compliant with workers’ comp requirements is essential for protecting both your business and your employees. We handle the paperwork, reporting, and ongoing tracking to ensure your coverage is accurate and up to date. From audits to filings, we make the process straightforward and stress-free.

Our Philosophy

Your goals are our goals

When we join the team, your business goals become our business goals too. This means we optimize the quality and timing of your finance data and reports with your specific business goals in mind.

Keep it simple

Finance is just one area of your business that you’re managing. We work with you to simplify your finances and break down the data in meaningful ways so you get the most value for your time and feel ready to take your next step in your business.

Technology & Innovation focused

The ever-growing tech and security changes in our digital infrastructure continuously impact finance teams. It can be hard to navigate how to invest in these technologies as a small business. We monitor and test ways to bring these innovations to our clients’ finances within their budget as part of our recurring services. No premium subscription required.

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Your Path

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New or Small Business

We focus on minimizing costs and meeting compliance requirements. Starts at $200/month.

Growing Business

We focus on clean data, operational growth, and rising compliance requirements. Starts at $1,000/month.

Established Business

We focus on building a strong accounting information system to support business goals, maintain day-to-day finance operations and collaborate closely with your internal team. Starts at $3,000/month.

Just For You

Not every business is ready for regular finance support. Want support with a specific project like a sales tax filing or setting up a new payroll system? We can help.

Contact Us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!