Bookkeeping

Running a small business is the dream for many, but doing it all yourself can be overwhelming.  Focus on the core of your business and growing it for the future with our help! 


  • Track income & expenses
  • Mobile expense reporting & mileage tracking
  • Progress invoicing (estimates, invoices, receiving payments)
  • Project profitability reporting
  • Inventory management
  • Sales & use tax compliance
  • Bank and credit card account reconciliations
  • Unlimited customer & vendor portals for collaborative billing
  • Batch bill routing, approval, and payment remittance
  • Preparation of year-end tax forms for independent contractors

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Financial Advisory

Personalized financial report packages designed to give you insight into your business performance to identify growth opportunities.


  • Cash flow analysis
  • Budgeting & trends analysis
  • Key performance indicator monitoring (including non-financial metrics)
  • Consolidated financial statements for companies with multiple locations
  • Online dashboard for company executives, managers, or investors

Sample Financial Packages

Basic Financials (pdf)

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Our Financials (pdf)

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Payroll Administration

  • Unlimited payroll runs for all 50 states
  • Multiple pay rates and schedules
  • Direct deposit and check delivery
  • Online employee self-onboarding
  • Guaranteed payroll tax compliance
  • Year-end tax forms for employees
  • Garnishments and other special deductions
  • Paid time-off requests, approvals, and accruals management
  • Benefits administration (health, retirement, college savings, life & disability, and more)
  • Workers' compensation & unemployment insurance claims management

Add-Ons

  • Time Tracking
  • Employee Scheduling
  • HR Resource Center
  • Certified HR Advising Team