Our services.

  • A calculator with a digital display showing the number 1,337. The calculator is placed on a light-colored wooden surface.

    Catch Up & Clean Up Bookkeeping

    Bring your books back to life.
    Whether you’re a few months behind or a few years, we’ll help you get your finances current and accurate. This includes reconciling every account, correcting errors, categorizing transactions, and preparing clean, tax-ready reports. You’ll walk away with confidence — and books your CPA will love.

    Perfect for: Businesses catching up before tax season, new owners inheriting messy books, or anyone ready to start fresh.

  • Stack of 12 beige hardcover notebooks bound with a brown elastic band, placed on a neutral surface with a light background.

    Monthly Bookkeeping: Level One

    Consistent, reliable bookkeeping for peace of mind.
    Your business deserves organized books and simple monthly reports you can actually understand. This plan covers all the essentials: bank and credit card reconciliations, transaction categorization, and monthly financial statements (Profit & Loss, Balance Sheet, and more).

    Perfect for: Sole proprietors and small businesses who want accurate records without the hassle.

  • Organized workspace with a laptop, calculator, pens, notebook, clock, and coffee mug on a wooden desk against a plain wall.

    Monthly Bookkeeping: Level Two

    Full-service bookkeeping with vendor and client management.
    Level Two includes everything in Level One, plus hands-on management of your accounts payable and receivable. we’ll handle your bills, vendor payments, and client invoices so your cash flow runs smoothly and nothing slips through the cracks.

    Perfect for: Service-based or product-based businesses that want bookkeeping support and help managing day-to-day transactions.

  • A laptop on a reflective black table displaying a data analytics dashboard with graphs, charts, and statistics, in a modern office setting.

    QuickBooks Setup & Optimization

    Start strong or streamline your existing setup.
    Whether you’re new to QuickBooks or your current system needs a tune-up, we’ll handle setup, chart-of-accounts organization, and custom workflows so everything runs efficiently from day one.

  • Two people reviewing documents and working on laptops at a desk with pens and notebooks.

    Tax Prep & Year-End Reporting

    Make tax time simple.
    You’ll receive a fully reconciled year-end package with reports, account summaries, and backup documentation ready for your tax preparer — no scrambling for last-minute details.

  • Old wooden barn with a rustic fence in front, set against a backdrop of mountains and a cloudy sky.

    Specialized Services: Property Rental Bookkeeping

    Specialized bookkeeping for property owners and managers.
    Track each property’s performance with clean, accurate records for income, expenses, and repairs. Get easy-to-read monthly statements, owner summaries, and Schedule E–ready reports — without the headache.

    Perfect for: Landlords, Airbnb hosts, or property management businesses with one or multiple units.

Two women sitting at a wooden table, looking at a laptop screen together, with two coffee cups nearby, one wearing a black hat.
A cup of latte with latte art in the shape of a heart and leaves, placed on a wooden surface next to a laptop keyboard.

Let’s work together

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