Every month
- Bank and card accounts reconciled
- Income and expenses categorised the same way each time
- A one-page report with a note on anything that changed
- Bills and customer invoices tracked, if you want us to
Payroll
We run payroll on your schedule, file the quarterly returns, and prepare W-2s and 1099s in January. New hires are set up from a single form.
If your books are behind
Many clients arrive with months to catch up. We quote the cleanup as a fixed one-time fee after looking at the accounts, then move you to the monthly routine.
Start with a conversation, not a contract.
The first meeting is free and takes about forty minutes. You leave knowing what we would change, whether or not you hire us.
First
We talk
Your business, your current setup, and what has been going wrong.
Then
We review
We read last year's return and your current books, and tell you what we find.
Finally
You decide
A written proposal with a flat monthly fee. No pressure and no follow-up calls.