Cloud-Based

Run your business from anywhere with QuickBooks Online and apps

Fixed Pricing

Know up front exactly what you’ll pay for our services

Unlimited Support

Get email and phone support for timely help when you need it

Making sure we get accurate monthly reports in a timely manner, I feel like I can make better decisions on the financial health of our company.

Colin Vadheim
CEO, Center for Endoscopic Spine Surgery LLC

Small Business Accounting and Tax Services

We help service-based small business owners grow their business and enjoy life instead of using their valuable time learning accounting software, reconciling bank accounts, and navigating tax forms. Our virtual, all-inclusive solutions offer relief from the daily accounting and tax hassles while providing timely access to financial data.

Following our initial discovery call, we start with a diagnostic review of your current financials and tax records to assess the problems and cleanup needed to get and keep you organized. We’ll optimize your QuickBooks Online setup and app integration, so you get the most out of your cloud software. We’ll clean up your accounting transactions and catch up any overdue tax returns giving you accurate, up-to-date financial records.

As your trusted advisor, we’ll take over the accounting and tax tasks that you don’t want to do. Whether it’s bookkeeping, accounting, payroll, tax preparation or all of the above, our goal is to support you and your business.

QuickBooks Online Setup and Cleanup

Optimal system setup and clean, up-to-date business transactions providing you a solid foundation for accurate financial information

  • New company setup or conversion from existing accounting system

  • Customized chart of accounts

  • Diagnose problems and assess level of cleanup

  • Cleanup of your financial transactions

  • App recommendation and integration

  • Expert service by a QuickBooks Online Advanced Certified ProAdvisor

Monthly Accounting

Accurate, comprehensive monthly financial reports that provide you with a clear picture of how your business is performing so you can make great decisions

  • Customized service packages

  • Cloud technology and automation through QuickBooks Online and apps

  • Timely, unlimited support when you need it

  • Accurate and consistent expense classification

  • Monthly reconciliations

  • Accounts receivable, accounts payable, and payroll management

  • Management reports

  • Stress-free tax time

Tax Preparation and Compliance

Individual and business tax preparation to reduce your tax liability and ensure compliance so you can maximize your after-tax income

  • Federal income tax

  • Reasonable compensation compliance

  • 1099 forms

  • Texas franchise tax reports

Schedule a discovery call

Our Service Guarantee

Exceptional service is our commitment to you! We’re confident in our ability to provide you value. If at any time you aren’t completely satisfied, we want to know. Let’s have a conversation about what isn’t working, and we’ll do our best to make it right. If you still aren’t satisfied, we’ll work together on a mutual agreement regarding payment for services completed.