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Discover the difference by working with our dedicated team of bookkeepers.

 

High standards, responsiveness, and qualified services are the three underlying principles of our work.

  • Day to Day Management of Accounts
  • Monthly Transaction Entry
  • Monthly Financial Reports
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  • Monthly Report Reconciliation
  • Email Support
  • Monthly Zoom Check-in Meetings
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Services

 

When bookkeeping takes you away from your daily tasks and interferes with booking more clients, this no-frills package is for you. We specifically created this for mainly solopreneurs or entrepreneurs who are building their first Team to grow their business exponentially for the first time.

 

When you’re ready to expand your business into the next level of Teamwork and start delegating your day-to-day financials or looking to understand your financials from a monthly standpoint so you can become more educated in their effect on your business growth, Small Plates is for you!

 

When you need to fully outsource your bookkeeping because you’re ready to focus 100% on growing your business from the front end, this is for you rather than keeping track of the back end. We typically work with 6-7+ figure businesses with the Main Course Package, taking all the financials into a done-for-you, hands-off, keep-your-time-off-for-yourself kind of life and business.

 

You didn’t start your business because you have a passion for P&Ls (or even know what they are.) But here you are! You’ve been practicing “bank balance accounting” and have now come to a point where you need to produce financial statements for your bank or a potential investor or purchaser.

Or maybe you’re like a lot of my clients who just don’t like math, simple as that, and would rather be creatively building your business.



what we offer

We believe that selecting the right bookkeeper is vital to the financial success.

Our highly qualified bookkeepers have years of experience and can provide a range of services to help you build a strong financial future.

Testimonials

Cathy, thank you so much for helping with understanding my QuickBooks.  Just having you walk me through the basics was enough for me to get a good grasp on my business.  I can’t thank you enough. 

Patty, Beacon Investment Group

Cathy’s top-notch team saw me through an endless amount of estate-related demands and seemingly countless to-do’s!  I survived intact emotionally and physically with Cathy and her team’s expertise, integrity and genuine caring.  Two thumbs up – way up! 

Laura, Healthy Dining

There are many times in the business world where timelines push and accuracy is so critical.  We know we can always count on you and your team to deliver.  I always look forward to giving you a call with my latest request, as I know I will receive a positive response.

Bobbie, Crown Mortgage

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