You’re on your way to a stronger business

how we help you

Save Time | Make Sound Decisions | Focus On Growth

How We Work

We offer custom packages with fixed pricing – that means that you get the attention you need & know exactly what to expect.

The first step to working with us is to schedule a consultation call where we’ll help you decide which services are best for your business!

"Becky is dedicated and always goes the extra mile to make sure the needs of our company are met. Her work is superior and thorough. Her advice is easy to comprehend and follow. If you hire Becky to consult at your firm, you will not be disappointed
Jon. V

Our Services

Depending on your business’ needs, we will provide:

Audit-Ready Books

Bookkeeping services include:
  • Categorize daily transactions to tell the story of the business
  • Digital BillPay
  • Invoicing
  • Automatically attach receipts to expenses for reference & audit ready
  • Verify bank and credit card balances
  • Business Performance Reports
  • Subcontractors & Compliance
  • Year-end 1099 Filing
  • Reports for tax preparation
  • Unlimited Email Support

Profits & Metrics

In addition to bookkeeping, we will:
  • Monitor the financial health of your business
  • Track your revenue so sales are profitable
  • Ensure you're always on budget
  • Compare projections vs actuals
  • Measure what matters- Not all numbers, but the right numbers

Projections & Scenarios

bookkeeping,metrics, and:
  • Customized Financial Dashboard to steer your business
  • Track industry benchmarks to compare how your business performs against others like it
  • Cashflow Analysis- Spending patterns & ROI's
  • Job Costing Analysis- Profitability by Revenue
  • Custom Reports per business needs
  • Plot what if scenarios- for better decision-making
  • Business performance review with a focus on relevant Key Performance Indicators
  • Strategic planning with a focus on efficiency & business trajectory
  • Year-round advising & tax planning

Ready to work with us?

Take the first step