BOOKKEEPING
Do you have a box of receipts and a feeling of dread? Bookkeeping services make short work of your transactions and reconciliations.
REVENUE & EXPENSE
We help you keep up with invoices, payments, payroll, retail store data, fundraising revenue, bills, auto-payments and more.
REPORTING
Great data provides valuable insights for helping your business thrive. Add budgeting and cash flows for strategic planning.
LEARNING
We offer coaching for individuals and training for groups on operations, governance, financial well-being and technology.
We specialize in entrepreneurs and nonprofits
Our clients are small business owners, management executives, and nonprofit leaders who want to invest in the financial stability of their organizations. With more than 30 combined years of expertise in bookkeeping, finance, and data management (not to mention being small business owners ourselves), we are able to offer a range of services and unique financial support for each client.
Small Business
Freelancers and entrepreneurs are some of our favorite people. Launching a business (and keeping it going) is hard work. Our bookkeeping services help business owners navigate those crucial first years while they work on their dreams. Read more about our small business services.
Non Profits
Non profits have unique mission-based financial requirements. We have experience with the bookkeeping needs of nonprofits like tracking memberships, fundraising and fund accounting. We create reports to give your executives and Board an edge. Put your mission first while pursuing sustainability. Read more about nonprofit services.
Our clients are awesome!
Thanks so much for all the hard work you and Kat put into getting everything organized and reconciled for last year and our taxes. We love having you as our bookkeeper—we can rest easy knowing that you’ve dotted all the i’s and crossed all the t’s! — Marcie Colledge, Yellow Scope Science Kits for Girls