Our Services

From business formation through expansive growth, we bring clarity, ease and efficiency to your financial operations through comprehensive accounting services, financial coaching and consultation, and remote controller services for select clients.

Service Packages

While every business is different, our three service packages are designed to meet the broad range of accounting services most companies require. Following our initial discussion and assessment, we’ll recommend the package that’s right for your business and customize it to suit your specific needs.

Sonata

Essential Services for Small Businesses and Solopreneurs

Includes basic monthly financial statements
$350-$450 / month

Symphony

Expanded Services for Growing Businesses

Includes premium monthly financial statements
$650-$850 / month

Concerto

Virtual Controller Services

$1750 + / month
(based on size of business and scope of work)

Services that Support Your Business

While accounting is our "what," our "why" is helping you create a healthy, profitable business with consistent, predictable growth. Our comprehensive accounting services fill the niche between the tax and audit tasks of a CPA and the basics covered by a bookkeeper. Because your needs can change with every business cycle, we provide the services you need when you need them, saving you time and money and providing business continuity. We use the latest technology to effectively and remotely manage your financials, while working with your chosen CPA.

Comprehensive Accounting

Regular Accounting Cycle Work
We keep your transactions organized and updated, from day to day, month to month and quarter to quarter.

Historical Bookkeeping Cleanup
Old, disordered accounts? We process outstanding transactions to bring your books in line and up to date.

Compliance Bookkeeping
We make sure your financial matters are up to snuff when it comes to tax laws and filing requirements.

QuickBooks Setup and Consulting
Whether you're new to QB or a longtime user, we provide guidance on the most effective ways to harness the power of QB for your business.

Billing Systems
Whether your systems are well balanced or in need of alignment, we help you invoice and track payments, orders and charges so your billing runs smoothly.

Payroll and Payroll Tax Filings
If you have employees, we can head up your payroll and related tax filings, deposits and reporting.

Process Improvement and Optimization
Every company is different, so we help you streamline your accounting processes to bring efficiency to your operations.

Control and Procedure Documentation
We create and document robust internal controls with industry standard process documenting procedures and organizational charts.

Customized Internal Financial Reporting
Through customized financial reports, we provide the insight your team needs to make sound decisions based on data and the unique needs of your business.

Financial Coaching and Consultation

When it comes to growth and profitably, data is key to making good decisions. Whatever the size of your business, we help you assess the bigger picture from a budgetary, planning and spending perspective.

For a lot of small business owners, dealing with data can be intimidating. Through coaching and consulting, we take time to talk you through the numbers and review your financial picture so you can make informed business decisions from a place of confidence. By developing money mindfulness, you'll release the anxiety you feel around money and replace it with a sense of security and control, allowing you to grow your business in alignment with your values and goals.

Virtual Controller

You don't have to hire in to have expertise in house. For a select number of clients, our own Susie Sullivan is available to serve as a virtual controller to head up accounting, financial reporting and analysis.

Are you ready to talk? Contact us to find out how we can help you reach your business and financial goals.