Our Work

Scenic landscape with a large lake, green hills, and tall mountains under an overcast sky.

Bookkeeping

  • Transaction recording & categorization

  • Bank & credit card reconciliation

  • Accounts payable & vendor management

  • Accounts receivable & invoicing

  • Expense tracking & documentation

  • Internal financial reporting

  • Record organization & file management

  • Payroll data entry & processing

Core Services:

Scenic landscape of a large lake surrounded by rolling hills, with mountains in the background under a cloudy sky.

Consulting

  • Helping small businesses understand their numbers and make confident decisions

  • Streamlining financial systems and day-to-day operations for better efficiency

  • Offering insights to improve cash flow, profitability, and long-term planning

  • Setting up simple tools and processes that save time and reduce stress

  • Providing ongoing guidance to keep your business organized and financially healthy

  • Budget setup & tracking

  • Cash flow monitoring

  • Accounting software setup (QuickBooks Online)

  • Chart of accounts maintenance

  • Workflow and process improvement

  • Liaison with external accountants or advisors

Core Services