Professional Services

From bookkeeping + payroll to tax filing, we handle all of your needs.

We are proud to offer a range of different monthly packages to serve your business, from simple bookkeeping assistance, to full-service management. 

For DIY businesses who need an on-call mentor while managing their own books.  

We will assist as needed in Identifying and solving errors, offer training on data entry and organizational skills, explain financial reports, and provide tax due date and compliance reminders.

Preparation of State and/or Federal taxes, for both individuals and small businesses.

Bookkeeping Set-Up, Processes, & Training

QuickBooks Online Account Set-Up

Books Clean-Up / Catch-Up

We work together to quote major medical & supplemental benefits and design the ideal package based on two factors: your employees' medical needs + financial budgets.  We offer claims-filing assistance, and coordinate your yearly renewals, too.

We charge no fees for this service.