Let Us Help You

We specialize in assisting small owner-managed businesses that do not require an in-house accounting team but need more than just a bookkeeper. We handle everything to do with accounting and tax, so you have one source for all your finance needs.

If any of the following statements apply to you, you will likely find value in our services:

  • You are generating over $150K in sales
  • You are overwhelmed managing paper and receipts and have boxes of financial records taking up space in your home
  • You are not receiving timely financial information from your bookkeeper
  • You are unaware of your personal and corporate tax liability throughout the year because your bookkeeper doesn’t do taxes.
  • You have an e-commerce business and your sales platforms aren’t integrated with your accounting software.
  • You are using multiple service providers for bookkeeping, year-end taxes, and consulting.
  • You need advice throughout the year when making significant business decisions.

Ideal Customer

Our ideal customer manages their own invoicing and bill payments. We work with all industries but specialize in the following:

  • Rental and investment companies
  • E-commerce business – retail and tech-based
  • Entertainment – musicians, artists, agents, festivals
  • Consulting and Professional Services
  • Realtors
  • Fitness Studios
  • Accommodations and Tourist Activities

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