Our Full-Service Financial Clarity System is a monthly flat-rate bookkeeping service based on industry best practices which we then customize to serve you, your needs, and your goals.
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Personal Relationships Built on Trust
The way we see it, you can’t have full control in your financial life until you have a team you can trust to support you. When you work with us, you’re working with real people who care about you and your goals as an individual, not just as a client and business owner. We take pride in the fact that our work relationships are based on trust, transparency, clear communication, and availability.
2
Beyond-The-Basics Bookkeeping
Even the best financial planners and CPAs can’t effectively do their jobs without excellent bookkeeping. As a firm trained by CPAs, we are meticulously organized with our clients’ books and readily available to create clarity and take the mystery out of your financials. We are extremely passionate about the philosophy and theory of accounting so that you don’t have to be.
3
Clear Monthly Financial Reporting
With us, your preferences take precedent. You can “set it and forget it” or be highly involved. Either way, we provide monthly Profit and Loss statements and Balance Sheets, as well as payroll processing and reporting if applicable. This ensures you have maximal clarity with your books while participating as much or as little as you prefer.
4
Versatile and Responsive Process
Your business is unique, and so are you. We customize every additional aspect of our working relationship to meet your needs and the needs of your business now and as they change over time. We communicate and coordinate with the rest of your financial team to maximize your sense of ease, freedom, and control.
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LLC formation in your state
Creation of an operating agreement
Obtain Your Tax ID Number (EIN)
File an S Corp election with the IRS
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Setup of company bookkeeping system
Monthly categorization of business transactions
Reconciliation of business bank and credit card accounts
Expert review of financial reports
Financial reports package delivered monthly
Close books at end of year and prepare for taxes
Coordination with your CPA
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Setup of payroll processor
Payroll processing for you and your team
Preparation and filing of quarterly payroll returns
Issue and file W-2s
Payroll reporting for owners’ review upon processing
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Available support from a small team via email
Quick schedule of meetings via calendar booking link
We won’t throw financial jargon at you—we’ll help you along the way
We’re on your team
To support our clients to reach their long-term financial goals through abundant clarity and sustainable growth, enabling them to experience more ease and freedom.