Our Services
We Offer a Range of Services to Meet Your Needs
We specialize in helping contractors, creatives, and service-based businesses stay organized, compliant, and in control of their finances
Financial Reporting
We deliver clear, customized financial reports—Profit & Loss, Balance Sheet, and cash flow summaries—so you always know where your business stands. Whether you’re tracking performance month-to-month or prepping for tax season, we turn your numbers into real-world insights you can use to grow with confidence.
Expense Tracking
We help you stay on top of expenses—so nothing gets missed, everything is tracked, and you feel in control of where your money’s going. Accurate categorization of business expenses ensures proper reporting, tax compliance, and visibility into your cost structure.
Payroll Support and Compliance
We support your payroll process by ensuring your payroll data is hitting all of the correct accounts, separating employee and employer payroll liabilities, and creating accrual entries for clean, accurate financials. We also review timecards and allocate hours to specific jobs to support job costing and project profitability.
Account Reconciliations
We reconcile your bank accounts, credit cards, and loans each month to ensure your records match what’s really happening in your accounts. Clean books start here—no more missing charges, duplicate entries, or “mystery” balances.
Job Cost Tracking
We break down labor, materials, and overhead by job or project so you can see what’s making you money—and what’s not. Whether you’re pricing a bid or reviewing project profitability, our job cost tracking keeps your margins clear and your decisions sharp.
Subcontractor Compliance & Tracking
We help you keep subcontractor records clean and compliant—collecting W-9s, tracking payments, and preparing for 1099 filing at year-end. Whether you work with a handful of trades or dozens, we’ll make sure everything is organized and ready come tax time.
Business Organization Consulting
From setting up smart systems to organizing your financial workflows, we help you build a business that runs smoother. We advise on best practices for record keeping, business structure, expense policies, and more. We help you build systems that support your business—so things feel more organized, less overwhelming, and ready to grow.
QuickBooks Online Setup & Clean up
QuickBooks Online setup, cleanup, and ongoing management is our specialty. Wherever you are in your business journey, we’ll meet you there. We’ll set up (or clean up) your QuickBooks account, build a custom financial system, and give you tools to keep everything running smoothly—so your finances feel less overwhelming and more in your control.