Our Services

What We Do

Virtual Bookkeeping, Accounting & Business Services

Let us handle your bookkeeping and accounting! We offer our services across the United States, and regular communication is available through email, phone, and video conferencing! Gain access to professional advice and resources at a budget friendly rate. Our virtual services mean you don’t have to hire an in-house bookkeeper, which saves you time and money. Get started today by reaching out! We would love to learn more about your company and how we can help.


We record, organize, and analyze your financial transactions for each month so that you know how much you are spending and where. Make income tax preparation a breeze with all of your receipts and invoices neatly digitized and categorized.


Payroll can be a daunting task to set up and keep organized for growing businesses. Let us help by setting up payment by direct deposit. We allow online access for employees to view pay stubs and employee documents. We offer complete administration of all payroll tax deposits and filings (including W2s and 1099s).

Prepare Taxes

Save money by keeping your taxes to a minimum. We make sure your tax forms are accurate and delivered to you in a timely fashion. Learn more about our professional tax return services here.

Sales and Acquisitions

Selling or acquiring real-estate, a business, or equipment? Let us help you find the most cost efficient way. We assist with lease-buy decisions as well.

Office Services

New technology can be confusing and intimidating. Let us help you select the best computers, inventory control systems and office systems and controls for your business, and learn how to use them.

Personal Matters

Use our expertise to navigate private matters. We will help you review your insurance plan with your agent, making sure there is adequate coverage for everyone. Divorce taxes and educational expenses can also be planned out and accounted for.

Financial Reporting

Our files are securely shared and stored in online document storage that is easy to access and view. Reports are cleanly organized and easy to digest, delivered on time, every time. View monthly, quarterly, and yearly reports in a format that you can use to better understand your business.

Bank Account & Credit Card Reconciliation

After you send us your credit card or account statements, we will go through each transaction and match it to the expense transaction and receipt. We make sure every dollar is accounted for: deposits, expenses, and bank fees.

Accounts Payable & Receivable

Pay bills and receive payment on time with online invoicing, invoice tracking, ACH transfers. Take the time consuming aspect of bill pay and invoicing out of your business’ equation.

Business Services

We offer monthly, quarterly, and annual reporting and statements, implementation of new software packages, bill paying services, and more. Help with business expansions, problem-solving, projections, budgets, and goals are also available. All of our services follow the industry standards of expertise and reporting.

Retirement and Estate Planning

Preparing for the future can be daunting, but we can assist you every step of the way. From retirement and business succession to estate planning, we can handle it all. Need to consider pension and profit sharing plans? We can help with that too.