Other Services
Systems & methodologies
- QuickBooks Online*
- Xero
- Gusto
- ADP
- Ramp
- Profit First
- GAAP
- Relay
- Bill.com
- Divvy
Advisory & fractional cfo services
Your financials tell a story - we help you read it. Our advisory and fractional CFO services give you senior-level financial guidance without the full-time cost, so you can make confident decisions, plan for growth, and stay ahead of what's next.
📊 Financial Strategy & Forecasting
Custom budgets, cash flow projections, and financial models built around your goals - whether you're scaling, seeking funding, or optimizing profitability.
🔍 KPI Reporting & Insights
Clear dashboards and monthly financial reviews that translate your numbers into actionable insights, so you always know where you stand and where to focus.
🛡️ Compliance & Risk Oversight
Tax planning coordination, audit readiness, internal controls, and vendor negotiations — protecting your business from costly surprises.
Bookkeeping Services
Bookkeeping
Bookkeeping solutions help streamline your financial operations. We provide comprehensive financial reports, and monthly reconciliation to ensure your business runs smoothly.
Includes:
- weekly transaction categorizing
- monthly reconciliation
- detailed financial reports
- we act as a liaison between you and your CPA to ensure smooth communication
- year-end 1099 preparation and filing
- troubleshooting and support for all your bookkeeping needs.
Our services are billed monthly, and prices are based on your customized needs.
A/P Services
A/P
Our A/P Services can help streamline your bookkeeping, ensuring accurate financial reports and efficient monthly reconciliation.
Includes:
- Bill pay will be processed on a weekly basis, or as agreed upon, allowing for effective A/P Services management.
Our services are billed monthly, and prices are based on your customized needs.
other services
Notary Services
Our in-person notary services are available within a 20-mile radius of 49503. Additional mileage fees apply.
Secured Document Storage
SmartVault is available for all customers and is included in monthly pricing.
Payroll
Payroll services catered to fit your needs
Coming Soon!
More on MAKING AN IMPACT! How we are helping reduce deforestation.
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