Financial Management Made Easy

We specialize in working with small family businesses, startups, sole proprietors, and non-profit organizations.

Currently, we don’t offer tax preparation services. However, our team is always striving to improve and expand our offerings. Our platform aims to provide comprehensive financial guidance and strategic business planning rather than just tax preparation. Please check back with us in the future as we continue to evolve and grow.

Outsourcing accounting services has become increasingly popular among businesses of all sizes, mainly due to its numerous benefits. One of the significant advantages of outsourced accounting is the reduced risk of fraud compared to in-house accounting. Additionally, outsourcing eliminates the risk of employee turnover, which can be costly and time-consuming. A team of financial professionals is available to handle your accounting needs, which is far more efficient than relying on just one or two in-house individuals. Outsourcing also eliminates the costly training and onboarding required for in-house employees. It can be easily scaled up or down, depending on the size and needs of your business. Finally, outsourcing provides access to industry expertise that may be hard to find when hiring in-house.

We can handle all your accounting needs, leaving you with only basic administrative tasks in-house.

At our company, we understand that trusting someone to manage everything for you can be difficult. We are committed to earning your trust by always acting with integrity and honesty in every situation.

We work closely with your staff to ensure that all bookkeeping and data entry tasks are conducted accurately so that our virtual CFO work is truly valuable. Rather than taking charge, we are here to assist your internal personnel as a helpful resource.

During the onboarding phase, we strive to ensure that critical tasks like sending invoices, paying bills, and running payroll are completed on time. The exact timeframe for completion will depend on the services chosen and may take two to four weeks.

As soon as you sign up, we’ll assign you a dedicated manager and bookkeeper who will help you achieve your goals. You can easily contact them via email, phone, or Zoom, and they’ll respond promptly. Rest assured, you’ll always have someone to contact with questions or concerns.

We have engaged an external IT Services organization to handle our data security requirements and safeguards. We have implemented a password management tool utilizing a secure file-sharing platform. Additionally, we have enabled two-factor authentication wherever possible to further enhance our security measures.

Insurance is a significant advantage. Unlike an in-house employee, if a team member were to commit fraud against your business, it would be protected by our professional liability policy. Our team has redundancy, meaning that each client is assigned two team members, which is often impossible with an in-house team.

We mainly use QuickBooks Desktop or Online. However, we also utilize some software programs tailored for specific agencies and have a range of technology tools for other accounting tasks.