Bring your records up to date and tax-ready. We handle historical data entry, Chart of Accounts restructuring, and error correction.
Consistent oversight to keep your business running smoothly. We manage bank/credit card reconciliations, A/P, A/R, and monthly financial statements.
Data-driven insights for business growth. We provide budget vs. actual analysis, cash flow forecasting, and custom reporting for your stakeholders
Starting at $300/mo
Up to 2 accounts
Monthly Reconciliation
P&L Statement
Email Support
Starting at $800/mo
Up to 4 accounts
Weekly A/P & A/R
Monthly Financial Packet
Priority Phone Support
Starting at $1,500/mo
Full-Charge Bookkeeping
Weekly Reporting
Custom KPI Dashboard
Monthly Strategy Call
For businesses needing a fresh start or a total rescue.
QBO Professional Set-Up
Full QuickBooks Online configuration, Chart of Accounts customization, and bank feed integration. Includes a 1-hour "QuickStart" training session.
Account Clean-Up & Catch-Up
Historical data entry, error correction, and bank reconciliation for months (or years) of backlogged data. We get you 100% tax-ready.
Scale your support as your business grows.
Full-Service Payroll Oversight
Management of employee payments, tax withholdings, and compliance via your preferred provider (Gusto, ADP, Paychex).
1099-NEC & 1099-MISC Filing
Complete vendor verification (W-9 collection) and year-end electronic filing with the IRS.
Sales Tax Filing
Accurate calculation and submission of State Sales & Use tax returns.
Zero Overhead: No payroll taxes, benefits, or office space costs. You pay for results, not "desk time."
Immediate ROI: Stop wasting your time on spreadsheets. Focus on your customers while we handle the math.
Localized Expertise: We aren't a "big-box" virtual firm. We are based in Middle River, providing the personalized service businesses deserve.
Software Proficient: Certified expert in QuickBooks Online.
4-Step Success Roadmap:
Discovery Call: We find your financial pain points.
Secure Setup: We link your systems safely.
The Clean-Up: We get your history 100% accurate.
Monthly Growth: You receive clear reports and peace of mind.