Bookkeeping Consulting Services
Spend less time & money on bookkeeping.
Our team of professional bookkeepers and accountants use our experience, diverse skillset, scalable team, and automation to efficiently work on your bookkeeping much faster than most full-time bookkeeping staff. We also save you money by replacing the costs for a full-time bookkeeper (salary, payroll taxes, 401K, PTO, office space, equipment, and training) with fees that are reasonable for your needs. With our skilled professionals, you only pay for the results you need - with no overhead. If you want to spend less time and money on bookkeeping, and focus on growing your business, contact us today!
Less time, less cost. More clarity.
Since 2011, our firm has helped hundred of companies improve their bookkeeping and accounting processes so they have acurate, timely, and actionable financial reporting.
Schedule a CallRescue From Controller Errors Causing Insolvency
Billing errors came from in-house controller who was struggling to balance grant acquisition, grant billing, compliance, and accounting tasks for nonprofit. Facing eventual shutdown, this organization requested our help. We improved accounts payable processes and reporting with BILL migration and financial reporting with QuickBooks Online migration. We now handle tax returns, grant allocations and billing, and other controller and CFO duties.
In-House Bookkeeper Gets Necessary Support
Despite having a bookkeeper for 25 years, this single-entity business lacked clear financial reporting for each of its multiple businesses. We set up QuickBooks Online clasesses that let the client generate profit-loss statements for each business and assisted with a BILL implementation that automates many administrative tasks. We currently provide monthly accounting, tax planning, and quarterly tax projections for the client, which complements the bookkeeper’s work.
No More Messy Books Or Failed Audits
This organization’s controller had improperly implemented QuickBooks Online and BILL, resulting in year-to-date books that were wildly inaccurate. We provided bookkeeping cleanup, audit preparation services, and trained accounting team to manage day-to-day accounting tasks. Client has since passed many audits successfully. We now provide monthly review, data entry assistance, and consultation.
Dentist Scores $57,000 Tax Incentive Win
This dentist was frustrated with their unpredictably high tax bills each year and approached us for tax planning and tax projection services. We started providing quarterly tax projections and tax incentives analysis, resuling in the client claiming $57,000 with the Enterprise Zone tax credit. Quarterly projections have helped the client plan for paying and reducing tax bills
S Corp Restructure And No More Tax Bill Suprises
This agency had just bought out a business and needed help with bookkeeping setup and entity selection. They also needed tax advisory since their single-member LLC was being taxed as a sole proprietorship, causing unpredictable tax bills. We helped client restructure as an S corporation and adjusted withholdings to account for tax liability. We currently provide quarterly tax projections for the client.
Dentist Scores $57,000 Tax Incentive Win
This dentist was frustrated with their unpredictably high tax bills each year and approached us for tax planning and tax projection services. We started providing quarterly tax projections and tax incentives analysis, resuling in the client claiming $57,000 with the Enterprise Zone tax credit. Quarterly projections have helped the client plan for paying and reducing tax bills
Account reconciliations
Catch up bookkeeping
Transaction categorization
Financial statement preparation
Software setup & training
Business licensing & registration
Accounting data migration
Month-end close management
Accrual/cash basis conversion
Bookkeeping support
Profitable analysis
Sales and revenue reporting / advisory
Accounting policy development
A/R & A/P aging reports
Budget vs. actual reporting
Cost optmization & reports
Business expense tracking
Compliance checkup
Managerial reporting (quarterly/monthly)
Accounting automation consulting