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Let Us Handle Your Day-to-Day Bookkeeping—So You Can Focus on Running Your Business

With us, it's personal

We are a small business serving small businesses. Our experts care about your business and will be there for the journey.

Daily bookkeeping and payroll

Daily transaction classification and expense tracking keeps your books clean, accurate and reliable, and payroll is seamlessly integrated.

Bill pay and invoicing

We make outgoing payments on time and seamlessly manage your cash flow.

Business tax planning and preparation

We plan, prepare and file your tax returns so you are always compliant.

Reporting and advice

We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.

cpa-logoBusiness Office

Meet our bookkeeping team

Susan Graziani
Onboarder

Daniel Powell
CPA

Dawn Lockard
Bookkeeper