Our Services

Ideal for startups or small companies, this package includes monthly transaction categorization and reconciliation, monthly/quarterly income and expense reports and financial summaries, and e-filing of subcontractor 1099 forms.

For all-inclusive support, this package includes all services provided under the Essential Ledger Package, as well as payroll processing (which includes filing required forms with state and federal agencies), job and/or budget tracking, and cash flow management reporting.

Catch up on unreconciled financial transactions (including categorization of income and expenses), generating updated financial reports and year-end information needed for tax filings, and collaboration with your CPA for tax preparation assistance.

Tailored for residential property managers, this package includes all services provided under the Essential Ledger Package, as well as rent collection tracking and detailed income/expense tracking per unit or property. 

• QuickBooks Setup and Training
  (Starting at $300): Tailored setup and training for the QuickBooks online platform to ensure your business is set up for success.

• Insurance Audit Compliance Reports
  (Starting at $500): Prepare and submit reports for general liability and workers' compensation insurance audits as requested by the insurer.

• End-of-Year Tax Prep Assistance
  (Starting at $750): Provide year-end financial information needed for tax filings and collaborate with your CPA for the preparation of various tax forms.