Apps

 
Cloud
Accounting
BRONZE
 
After the fact accounting includes:

Unlimited phone calls and emails
    • Bookkeeper will:
    • Review and adjust downloaded transactions
    • Handle receivables, payables and payroll adjustments
    • Handle bank reconciliations
    • Handle credit card reconciliations
    • Staff Accountant / Manager will:
    • Prepare financial statements

Business and/or Personal Income tax preparation services are billed separately

 
Cloud
Accounting
GOLD
 
Real-time accounting includes:

Unlimited phone calls and emails
      • Bookkeeper will:
      • Review and adjust downloaded transactions
      • Handle receivables, payables and payroll adjustments
      • Handle bank reconciliations
      • Handle credit card reconciliations
      • Staff Accountant / Manager will:
      • Prepare financial statements
      • Prepare performance analysis and recommendations report
      • Business Income tax preparation included

Personal income tax preparation billed separately

 
Cloud
Accounting
PLATINUM
 
Real-time accounting & meetings include:

Unlimited phone calls and emails
  • Bookkeeper will:
  • Review and adjust downloaded transactions
  • Handle receivables, payables and payroll adjustments
  • Handle bank reconciliations
  • Handle credit card reconciliations
  • CPA / Manager will:
  • Prepare financial statements
  • Prepare performance analysis and recommendations report
  • Be available for management meetings up to 2 hours / month
  • Business and Personal Income tax preparation services included

Running your business is a full-time job,
24/7 Cloud accounting and tax solutions are ours.

With us, it's personal

We are a small business serving small businesses. Our experts care about your business and will be there for the journey.

Daily bookkeeping and payroll

Daily transaction classification and expense tracking keeps your books clean, accurate and reliable, and payroll is seamlessly integrated.

Business tax planning and preparation

We plan, prepare and file your tax returns so you are always compliant.

Reporting and advice

We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.

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