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Merging finance and technology for BETTER and FASTER management decisions.

We LOVE connecting the dots!

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Working in Office

MORE THAN BOOKKEEPING. WE PAINT A PICTURE OF YOUR BUSINESS HEALTH WITH NUMBERS.

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Service

Intelligence

Technology

VALUE

We work with tons of apps... Here are a few!

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Our Services

For new businesses, we are available to engage in helping set up what you need no matter the size. We have found our services most valuable for existing businesses in working with small and medium businesses generating $2 Million or more in annual gross revenue.

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Tax

  • Corporate income tax filings

  • Sales and use tax filings

Accounting

Business Analytics

New Businesses

  • Business entity creation

  • Tax registrations (payroll, business, S&U)

  • Quickbooks setup and consultation

  • Payroll setup and integrations

  • Bookkeeping

  • Chart of accounts setup and maintenance

  • Bank reconciliations

  • Month-end close

  • Financial statements

  • Financial statement analysis

  • Operational reports with KPIs

  • Budgeting

  • Forecasting

  • Cash flow projections

  • Breakeven and what-if analysis

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