Financial Management

Quickbooks Services

We don’t just hand you QuickBooks and leave you to figure it out — we set you up for success and, if you choose, manage your system on an ongoing basis. That means:

• Customized Setup: We configure your QuickBooks account to match your business structure, chart of accounts, and reporting needs.

• Income & Expense Tracking: We’ll help you categorize and monitor transactions so you always have a clear picture of your cash flow.

• Invoicing & Payments: From designing professional invoices to setting up payment processing, we ensure you get paid quickly and accurately.

• Payroll Management: We’ll streamline payroll so your employees and contractors are paid on time, with the right taxes withheld.

• Financial Reports & Dashboards: We generate and review reports that highlight trends and insights, giving you clarity to make informed decisions.

• Bank & Account Reconciliation: We keep your books aligned with your bank accounts and credit cards so there are no surprises.

• Bill & Inventory Management: We organize your accounts payable and, if relevant, set up inventory tracking so you’re always in control.

• Tax Preparation & Compliance: We make sure your records are audit-ready and your data is organized for smooth tax filings.

• Ongoing Access & Support: Because QuickBooks is cloud-based, you and your team can access data anywhere. We’ll manage user permissions and keep everything secure.

In short: QuickBooks has powerful tools — and we’ll make sure you get the most out of them without the overwhelm. Whether you need a one-time setup or ongoing management, we tailor our support so you can focus on running your business, not wrestling with your books.

Detailed Reports & Analysis

Numbers alone don’t tell the whole story — but the right reports and insights can transform your decision-making. We go beyond generating standard financial statements by helping you interpret what the data actually means for your business. Whether it’s a straightforward QuickBooks report or a cross-system analysis pulling from time-tracking tools and other platforms, we’ll make the numbers work for you.

Our financial reporting support includes:

• Clear, Actionable Reports: We generate common reports like profit & loss, balance sheets, and cash flow statements, then walk you through what they reveal about your business health.

• Cross-System Analysis: We combine data from payroll, time tracking, and other systems to create a comprehensive view of your operations.

• Trend Identification: We help you spot patterns in revenue, expenses, and staffing so you can make proactive decisions rather than reacting after the fact.

• Custom Dashboards & Visuals: We turn raw data into easy-to-read charts, graphs, and dashboards that give you clarity at a glance.

• Project & Time Tracking Reports: We assist in analyzing project-level profitability and time allocation, helping you understand where your resources are best spent.

• Deeper Insights for Strategy: By connecting your financial data to real-world operations, we help you evaluate efficiency, growth opportunities, and potential risks.

In short: We don’t just deliver reports — we help you understand them. With our support, you’ll have the clarity and confidence to make data-driven decisions that move your business forward.

Payroll Services

Running payroll can feel overwhelming — from calculating wages and filing taxes to managing benefits and staying compliant. We make it simple by setting up your payroll system correctly from the start and, if you choose, managing it for you on an ongoing basis. Our payroll support includes:

• Accurate, On-Time Payroll: We ensure your employees and contractors are paid correctly and on schedule, no matter the pay type or structure.

• Tax Filing & Compliance: We handle the heavy lifting of payroll taxes — calculating, filing, and submitting payments to the right agencies so you stay compliant.

• Benefits & Integrations: We help you set up and manage benefits like health insurance, retirement plans, PTO, and workers’ comp, all integrated with payroll.

• Error-Free Data Management: We reduce duplicate entry by syncing payroll with your HR and accounting systems, cutting down on mistakes and wasted time.

• Custom Access & Controls: We configure permissions so business owners, HR staff, and employees have the right level of access.

• Employee Self-Service: We support setup so your team can securely access pay stubs, tax forms, and benefits information anytime, from any device.

• Multi-Platform Expertise: We’ve worked with leading payroll providers — including Gusto, QuickBooks Payroll, BambooHR, Paycor, and more — so we can meet you where you are or guide you in choosing the best solution.

In short: Whether you’re processing payroll for the first time or scaling up with advanced HR tools, we’ll take the complexity off your plate. From setup to ongoing management, we’ll help you run payroll with confidence and accuracy.