Serving Small businesses
Our team of experts are dedicated to helping small business owners know & analyze their financial results accurately and quickly!
Specializing in real estate
Focusing on Keller Williams agents & teams following the proven models in the MREA.
Our Small Business Services
Set-up & Clean-up
- Set-up: establish proper accounting systems and processes for your business
- Online Systems: We partner with QuickBooks to automate much of your work and link business accounts
- Clean-up: assist in going back to the beginning of the year to properly record business activity
Monthly Bookkeeping
- Bookkeeping: Record daily financial transactions
- Payroll: Record payroll and taxes
- Reconcile: Reconcile accounts monthly
- Communication: Review data throughout the month and ask questions regularly rather than creating stress at the end of each month
Financial Reporting
- Reporting: Provide accurate and timely financial reports monthly to help you make informed business decisions
- Analysis: Review monthly results with you and compare to key metrics
Payroll & HR
- Payroll: We partner with ADP to deliver a better payroll experience
- Payroll Taxes: Stress less about payroll tax filing and compliance
- HR: Create an exceptional employee experience