Our Professional Services

Professional bookkeeping services designed to help small businesses stay organized, compliant, and financially informed.

• Monthly bookkeeping

• Transaction categorization

• Bank and credit card reconciliations

• Financial reporting

Professional tax preparation services for individuals and small businesses with secure electronic filing.

• Individual tax return preparation

• Small business tax preparation

• Secure electronic filing (IRS E-File)

• Tax document organization

• Year-round tax readiness support

Setup and optimization of QuickBooks Online to ensure your financial records are accurate and easy to manage.

• New QuickBooks Online setup

• Chart of accounts organization

• Bank and credit card feed integration

• Clean-up of miscategorized transactions

• QuickBooks training and support

Support services to help small businesses stay organized with payroll processes and contractor payments.

• Payroll setup assistance

• Pay schedule organization

• Contractor tracking

• Payroll reporting support

Convenient notary services to help verify and authenticate important documents.

• Remote Online Notary (RON) services

• Document verification

• Acknowledgments and jurats

• Secure remote notarization