Our Core Services

We customize our accounting, operations, and systems support to fit your business, including how you work, what you need, and where you’re headed.

Every package includes our core services, with additional services available to match your goals.

Unsure what’s right for you? Reach out with questions or book a free consultation—we’ll help you choose the best next step.

Custom Cash Flow Entry Tools

Tools designed for your business.

We turn what we learn about your cash flow into:

  • Custom data entry setups – This makes adding info as quick and automated as possible, reducing mistakes and taking less of your time while still keeping the data clean and clear.

  • Current Account Status – Automatically updated account status, accurate up to the previous day, so you always know where you stand.

  • Flexible templates – We customize our proprietary reporting tools based on what we learn about your business, keeping the data relevant to you.

    • Every type of revenue, expense, accounts receivable, payable, etc. relevant to your business will be categorized and reported, both to answer your questions and fulfill tax/auditing requirements.

How it works:

  • Through multiple meetings, our systems expert builds your ideal environment with you, starting with a base template and adding what you need.

    • We will track everything needed to populate a general ledger, with additional pieces (such as purchase order numbers, invoice numbers, equipment, payout details, etc.) added based on our discussions.

    • We automate everything we can, including duplicate charge identification, statement uploads (for bank, Venmo, Paypal, and Cashapp statements), calculations, and data transfer.

  • We train you to use it confidently, taking in your feedback on any helpful adjustments we can make.

    • Our proprietary data gathering software is built at a base level to gather all information needed to maintain accounting best practices, but we make it as simple as possible for you to understand and use.

  • We work with you on any new additions, and remain available indefinitely to provide support in the improvement and usage of your environment.

    • Data environment support is available as needed, and you will be directly contacted by our systems specialist to work through your issue or question in real time

Here is any example of one of our custom entry environments. We keep it simple on the front end so your part remains easy, while we handle the more complex organization and coding on the back end.

Tailored Bookkeeping

We track your money so you don’t have to guess.

Our bookkeeping answers the big questions:

  • What am I making? (Revenue)

  • What am I spending? (Expenses)

  • Where’s the money coming from and where’s it going? (Cash flow)

How it works:

  1. Custom entry tools that work with your flow

    • We add your expense/revenue categories.

    • Include tracking for what you need (like invoice numbers, project codes, products, etc.).

  2. Accounting backend based on industry-best practices and run by our licensed accountant with over a decade of experience.

  3. Custom reports that tell you exactly what you want to know

    • When tax time comes, hand off those tax documents with confidence knowing you have professionals in your corner

    • See the financial status of your business in an instant with an easy-to-interpret income statement and balance sheet.

    • If your business is ever audited, you will have a record of every transaction ready and easily accessible, so you don’t have to scramble or worry.

We keep your books so you can spend your time on the parts of the business you love.

Financial Advising

With your financial story clearly organized, we help write the next chapters.

How we help:

  • Understand your numbers - We'll analyze your reports together so you see what's working (and what's not)

  • Make confident decisions - About growth, pricing, services, or efficiency, based on your actual numbers

  • Spot hidden opportunities - We help identify blind spots and unexpected opportunities to improve

  • Plan with clarity - Whether you want to scale up, streamline, prepare for (or decide on) what’s next

This means you can:

  • Make confident choices backed by real financial insight

  • Feel prepared for and excited about your business's future

Our Additional Services

Our additional services extend your core services with specialized operations support—whether that’s advanced tool customization, granular process analysis, or hands-on implementation help.

Every additional service aligns with your business’s unique workflow and growth stage.

Ready to explore? We’ll help you pick what actually moves your business forward.

Extensive System Customization

Your tools and systems should grow as your questions do.

With core systems in place, you might start noticing:

Manual tasks that could be automated (like client reminders or inventory alerts)

New metrics you wish you could track:

True costs per project (materials, labor, overhead)

Real hourly earnings after expenses

Time spent vs. revenue by service type

Shipping delays by supplier or season

Operational blind spots needing data

We build custom tracking for:

Time & Labor

Compare weekly/monthly productivity

Auto-calculate break-even hours

Job Costing

Track materials, subcontractors, travel

See net profit per client or project type

Inventory & Supply Chain

Monitor lead times vs. supplier costs

Low-stock alerts tied to sales trends

Any Other "I Wish I Knew…" Questions


Less guesswork, more confidence, one custom system at a time.


Here is an example of one of our custom reporting environments. From here, you can see at a glance open accounts receivable, along with details for each AR invoice, total amounts by customer, discounts applied, etc.

Operations Optimization

Smooth systems for businesses of every size, whether it’s just you or a growing team.

Great processes aren’t about scaling up, they’re about working with clarity rather than clutter. We’ll help you:

For Sole Proprietors:

  • Stop forgetting things: Reliable systems for tracking orders, emails, and deadlines

  • Cut the busywork: Automate repetitive tasks so you can focus on the hard stuff

  • Simplify your work processes – Clear steps for daily tasks so nothing slips through

For Teams:

  • Train once, run smoothly – Documented processes so new hires aren’t left guessing

  • Delegate without micromanaging – Systems anyone can follow

  • Keep quality high – Consistency even when you step back

The result? Less scrambling and more confidence, whether you’re a one-person show or leading a team.

We’re open to any and all questions, so please send us a message with whatever you’re wondering!

Ready to find out the full story of your business? Book your free consultation with us now!