

Helpful Resources for Your Business
Explore trusted tools, links, and sites to support your financial success—curated for service-based business owners like you.
Classifying Employees and Independent Contractors
IRS: Independent Contractor (Self-Employed) or Employee?
(Outlines classification tests and implications.)
U.S. Department of Labor: Employee vs. Independent Contractor
(Legal implications and FLSA guidance.)
What’s the Difference Between an Independent Contractor vs. an Employee?
Accounts Receivable (AR) & Collections
QuickBooks: Accounts Receivable Best Practices
(Tips on invoicing, follow-up, and cash flow.)
Payroll, 1099s & Compliance
IRS: 1099-NEC and 1099-MISC Filing Instructions
(Annual filing requirements for contractors.)
Gusto: Payroll 101 for Small Business Owners
(Basics of running payroll, taxes, and filings.)
IRS: Employment Tax Resources
(Links to Form 941, W-2, W-3, FUTA, and more.)
Accounts Payable (AP) Best Practices
Accounts Payable Process: A Business Owner’s Guide
(Basic overview for small business owners.)
How We Work
Our approach is collaborative, clear, and focused on outcomes. Here's how we get started:
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Step 1 Discovery CallUnderstand your goals, challenges, and current systems
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Step 2 Assessment & ProposalWe provide a clear scope and pricing for fixed-fee or project work
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Step 3 Ongoing PartnershipWe support your financial health while you manage your business

Recognized. Certified. Trusted.
We’re proud QuickBooks Gold Tier ProAdvisors with advanced Online certifications,your business is in expert hands.


Our Commitment to Clients
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Structure for GrowthBuild a foundation for smart decision-making.
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Save MoneyCritical to maximizing deductions and minimizing tax prep fees.
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Reduce StressInformation is easily accessible when it matters most.
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Save TimeFocus on growing your business, we’ll handle the numbers.
Your Questions, Answered
Learn more about how we work, what we offer, and how we can support your business.
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Do you offer income tax preparation services?
We do not prepare tax returns, but we offer tax support services, collaborating with your Tax Preparer to ensure smooth year-end compliance.
We also have a network of tax preparers that can assist you.
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What software do you work with?We specialize in QuickBooks Online and support clients using tools like Bill.com, Expensify, Ramp, and others. We can help you set up, customize, and optimize these platforms for your business.
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Is there a long-term contract?No. You can stop any time with a 30 day cancellation notice to facilitate a transition.

Empowering business owners to manage their finances with clarity and confidence.