We Don't Just Show You the Problems. We Fix Them.

QuickBooks Online + Payroll Setup

Move your business to a modern accounting system and configure the features your company actually needs.

• QBO setup
• Chart of accounts
• Bank connections
• Credit cards
• Receipt capture
• Estimates
• Invoices
• Payments
• Payroll
• Sales tax
• Reconciliation
• Reporting

Office Work Automation

Reduce repetitive administrative work and give your office a better system for handling financial information.

• Expense automation
• Receipt workflows
• Bank feeds
• Transaction matching
• Invoicing
• Payments
• Bills
• Payroll
• Reporting
• Document organization

Audit Protection & Support

No service can guarantee that a business will not be audited or that an audit will result in no assessment. Our goal is to help businesses maintain organized records, documentation and accounting workflows that make them more prepared if an audit occurs.

• Documentation systems
• Receipt retention
• Sales-tax documentation
• ST-8 workflows
• ST-124 workflows
• Audit preparation
• Record organization
• Ongoing bookkeeping controls

Power of Attorney & Audit Support

When appropriate and authorized, we can assist with audit communications and representation through the appropriate Power of Attorney process.

• Audit preparation
• Record organization
• Auditor requests
• Communication support
• Power of Attorney coordination
• Tax professional coordination

Representation depends on the appropriate credentials and authorization for the specific matter; not every circumstance permits representation.