— our practice —
Everything administrative,
under one roof.
We work with clients on individual services or as their fully outsourced back office. Browse what we do — or skip ahead and tell us what you need.
- New file setup with industry-appropriate chart of accounts
- Cleanup of historical data and untangled accounts
- Migration between Desktop, Online, and other platforms
- Staff training, one-on-one or for the whole team
- Ongoing consulting and troubleshooting
- Bi-weekly, semi-monthly, or monthly payroll runs
- Direct deposit and printed checks
- Federal, state, and local tax filings
- Year-end W-2 and 1099 preparation
- New hire reporting and onboarding paperwork
- Branded invoice templates that match your business
- Recurring invoice automation
- Payment processing integration (ACH, card)
- Gentle, professional follow-up on overdue invoices
- Real-time visibility into who owes what
- Weekly aging reports so you know where things stand
- Customer payment tracking and reminders
- Collections support when needed
- Reconciliation of customer accounts
- Cash flow forecasting
- Bill entry, approval routing, and payment scheduling
- Vendor management and W-9 collection
- 1099 tracking throughout the year
- Expense categorization for tax efficiency
- Paperless workflow with digital receipts
- Monthly bank account reconciliations
- Credit card account reconciliations
- Merchant account reconciliations
- Loan and line of credit tracking
- Investigation of discrepancies and aged items
- Real estate and loan document signings
- Affidavits, power of attorney, and estate paperwork
- Acknowledgments and jurats
- Same-day and after-hours appointments
- Mobile service throughout the local area
Financial reporting
Reports you can actually use, with a real person to talk them through.
Discuss this service- Monthly profit & loss statements
- Balance sheet preparation
- Cash flow statements
- Custom reports for board meetings or lenders
- Quarterly business reviews
Not sure where to start?
Most clients begin with a 30-minute conversation. We'll listen, suggest a starting point, and quote it honestly.
Book your free chat