We exist to help small businesses and nonprofit organizations thrive.
We are genuinely excited to support your dream, your goals, and your vision. Think of us as your partner in business, looking out for the bumps ahead and cheering on your success. We are friendly, helpful, reliable, and we know what good financial stewardship is supposed to look like. The burdens of running a business can be heavy and we're here to lighten your load.
You are the hero in our book! Supporting our clients is the most important part of our business. We are dedicated to serving our clients with integrity, reliability, and open communication. Ensuring your accounting, finance, tax, and payroll is fully cared for is our top priority.
We offer a one stop shop for all of your back-office needs and wants.
At this point, you have to be wondering about our pricing! We offer flat rate monthly packaged services at tiered pricing according to your organization's size. Starting rates are listed below. Reach out to us and we would gladly provide you with an estimated cost for your business.
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What should you expect once you decide to partner with us?
We understand that switching accountants or deciding to hire one for the first time is not always an easy decision. We hope to make it a little more comfortable for you by outlining what the next steps look like when you decide the time is right.
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As we continue supporting your business, we’ll enhance your existing package with additional tools and insights as they become available, including:
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New reports
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Data models
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Industry metrics
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Other valuable business insights
Your business will continue to evolve, and we’ll be right there with you. As things change, you can count on us to support your business every step of the way. We’re excited to be part of your journey.
Ok, I'm interested, now what?
It is easy to schedule a free 30-minute consultation meeting with our firm owner, Kimberly.
You can select a time that works best for you and decide if you want a regular phone call, Zoom meeting, or Microsoft Teams meeting (with or without video). The meeting is simply to connect, discuss what services you may be interested in, and for us to gather enough information to prepare a quote. Questions are welcomed and we look forward to hearing about your business!
You will receive a quote along with our standard terms of agreement soon after the consultation. If you would like to move forward with services, just simply accept the quote and terms of service, then select a start date beginning within 45 days.
Outside of our packages, we do offer bookkeeping clean-up services, tax preparation, and advisory services on a stand-alone basis. You can still expect outstanding service from us, but the process may look a little different than outlined above. Book a free consultation with us to discuss how we can assist you.