Our Services

All Types of Accounting, All in One Place

Accounting Solutions

Embrace the future with our cutting-edge accounting solutions, offering a comprehensive,
all-in-one response to meet your diverse accounting needs.

Expense Management & Bill Pay

Let us manage your daily reports, receipts, tracking and categorization.

Invoicing & Accounts Receivable

Do what you do best, quote your work and hand the rest off to our team.

Accounting & Reporting

We can handle every transaction in your business: All-in-one accounting.

CFO Services

Let our Certified Public Accounts answer your questions and ease your mind.


We've got you covered with everything from on-boarding to payroll.

Financial Software Tech Stack Integration

Step Into the future with tech-advanced accounting solutions.

Employee Retention Tax Credits (ERTC)

Get your Employee Retention Tax Credit reviewed by a CPA.

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IRS Support, Audit and Document Requests

Guidance to successfully navigate an IRS audit.

Bookkeeping Icon Expense Management & Bill Pay

Hands typing on computer with financial information

Capabilities Overview

  • Expense Transactions & Business Encounters
  • Bill Entry & Timely Payment
  • Credit Card & Receipt Tracking
  • Purchase Orders, Inventory Receipts & Final Payments
  • Approval Routing & Bill Payment Approvals via Check, ACH, or Credit Card
  • Daily Management & Categorization
  • Real-Time Upcoming Cash-Flow Reports with Timely Data Entry
  • Save Time No need to train AP clerks just to keep your accounts current!

Invoicing List Icon Invoicing & Accounts Receivable

hands holding invoices and calculators

Capabilities Overview

  • Accurate Billing, Incoming & Outgoing Cash Record Keeping
  • Facilitate Timely PaymentsWe handle the invoicing process for your clients, ensuring you get paid promptly.
  • Prepare and Utilize Custom Pre-Built Invoicing Templates for Dispatching
  • Effortless Integration & Compatibility with Your Existing Accounting ProgramsSyncing with Any Previous Software.
  • Proactive Collections ManagementKeeping you updated while conducting outbound reach-outs.
  • Optimized Resource Allocation for Real-time Cash-flow and Data

Chart Icon Accounting & Reporting

zoomed in financial information graph

Capabilities Overview

  • Accurate & Timely Bookkeeping Entries with Real-time Month to Month Reporting
  • Tech-Savvy Experts Ensuring Optimal Efficiency and Functionality Across All Systems
  • Compatibility Across Platforms Including Industry Specific Invoicing Platforms or Inventory Management Systems
  • Tailored Reporting Solutions to Accommodate Your Specific Needs
  • Comprehensive Financial OversightIncluding reconciling, verifying accounts, and delivering a comprehensive reporting package encapsulating the financial health of your business

Professional CPA Icon CFO Services

woman and man looking over financial information together happy

Capabilities Overview

  • Gain Exclusive Access to Our Certified Public Accountants for Unparalleled Financial Expertise and Support
  • Over a Decade of Versatile Expertise with A Wealth of Experience Across Diverse Business Types
  • Real-World Solutions from Business Owners Bringing Firsthand Experience in Resolving the Day-To-Day Challenges
  • Strategic Planning and High-Level Forecasting
  • Profit Planning Expertise – Our team specializes in profit planning and acts as a liaison, ensuring seamless coordination with your Tax CPA to maximize annual cash flow for optimal financial outcomes.

Payment Icon HR/Payroll

tax withholding paperwork

Capabilities Overview

  • Seamless System Onboarding and Management – On all Platforms
  • Custom Gl Integration (Need ADP)
  • Employee Handbook – We can build, revise and ensure annual updates to keep your policies current and compliant
  • Personalized HR Policies & Procedures – Built Around Your Business
  • Employee Onboarding  Streamlining the Process for New Employees
  • Health Insurance & Benefits Management
  • 401k Plan Expertise & Setup
  • Offboarding & Termination Support – Including terminations write-ups and related procedures, ensuring a professional and compliant approach 

Software Icon Financial Software Tech Stack Integration

Man holding out hand with tech images in foreground

Capabilities Overview

  • Software System Evaluation from Tech-Advanced Accountants
  • Strategic Software Integration – Specific to your financial systems for sustained efficiency and effectiveness.
  • Custom Integrations Through API Connections Setup for Specific Use-Cases
  • Routine Management & Maintenance of Software Systems
  • Leveraging Cutting-Edge TechnologyExpertise in Identifying and Implementing Premier Tech Programs

Software Icon Employee Retention Tax Credits (ERTC)

employees smiling together in shop

Capabilities Overview

  • Expert IRS Support in Navigating Complex Tax Matters – Addressing Queries, and Providing Clarifications on Regulatory Requirements
  • Thorough Review of Your Prior ERTC Application Submissions  Meticulously Examining All Details for Accuracy and Compliance
  • Custom Preparation of ERTC Audit Files – Tailored for IRS Scrutiny to Ensure Compliance

How to Get Started

Easy Process to Manage Your Finances

Begin by scheduling a consultation to share your unique needs. Once you've gained valuable insights during the consultation, choose the perfect financial package that aligns with your specific business goals. From there, simply sit back and relax as you enjoy personalized financial solutions!

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Book a consultation today to share your needs. We're ready to guide you.

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Choose a Package

Select an accounting service that aligns with your specific business goals.

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Get Your Service

Enjoy personalized financial solutions, uniquely tailored to meet your needs and drive your success.

Get in Touch

Contact Us

Whether you have inquiries, seek a consultation, or are ready to utilize our services, don't hesitate to contact us today – we're prepared to assist you.


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