Managing bookkeeping can be overwhelming when you don’t have the time, expertise, or focus. It demands careful knowledge of accounting, a sharp eye for detail, and comfort navigating financial software. The burden only grows harder when you add compliance, tax regulations, and the daily demands of operating a business.
For busy entrepreneurs juggling many responsibilities, trying to keep up with books often leads to stress, mistakes, or missed opportunities. We believe your time is best spent doing what you do best — stewarding your business, calling on your God-given gifts, and pursuing growth — while we ensure your finances are in order.
Core Package (included with every plan)
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Weekly, monthly, or quarterly bookkeeping services
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Monthly financial statements—including profit/loss, balance sheet, cash flow summaries
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Quarterly consultation meetings to review numbers and strategy
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Chart of Accounts management and maintenance
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Quarterly support for estimated tax preparation
Expanded (Customizable) Services
If your business needs more than core bookkeeping, we can tailor a plan that includes:
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Payroll processing and payroll tax filings
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Annual 1099 filing
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Sales tax return preparation
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Bill-pay (accounts payable) management
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Invoicing and accounts receivable management
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Software integration and ongoing financial tools management
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S-Corp payroll and compliance support
Expected Results
Clear, Organized Reporting
Your chart of accounts is maintained and optimized, giving you actionable financial insight.
On-Time, Reliable Deliverables
Your books will be completed on a consistent schedule; with a deadline you can expect; so you always know where you stand.
Tax Compliance & Optimization
Records are kept accurate and up-to-date, minimizing the risk of errors and helping ensure you don’t overpay taxes.
Reduced Stress & More Freedom
You can stop wrestling with bookkeeping or worrying about financial statements; leaving you free to focus on leading and growing your business.