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Who We Serve
Our primary focus is supporting small and medium-sized business, professional service firms, and non-profit organizations.
Solo entreprenuers who hate dealing with receipts
Service-based firms that need support with monthly reporting
Support with reporting for program-specific activity
If you don't fit this profile, we are open to discussing the potential for serving your business.
Benefits
We provide streamlined monthly bookkeeping so that you can free yourself to do more for your business. Our goal is to provide clarity and help track your numbers in order to create a clear picture of your financial situation.
Clear communication in plain language
Fixed, transparent pricing
Secure, cloud-based document sharing
Bookeeping Services
📚 Monthly Bookeeping
Bank and Credit Card Account Reconciliations
Balance Sheet Reconciliations
Financial Reporting
✨ Clean up & Catch-up
Clean up disorganized records
Catch-up work to bring records up to date
Create a clear financial picture
💻 Software Implementation
QuickBooks Setup
Xero Setup
Data Migration Services
Not sure what you need, or would you like a quote? Contact us to schedule a call so that we can discuss a potential solution for you!
How It Works
Get a custom quote.
Focus on your business while the books stay organized!
Our Team
Christopher Wardell, Founder
My experience includes not-for-profit accounting for a clinical trial research startup and managing accounts payable for multiple entities within a private real estate development company. I bring strengths in designing revenue tracking solutions, budget development, software implementation, 1099 reporting, and creating streamlined financial reports that non-financial leaders can easily use to make decisions.
FAQ
What software do we work with?
We currently work primarily with Quickbooks or Xero, but we are happy to discuss the potential for working with your business if you are not currently using these products.
Do we work with clients in other states/countries?
Our primary focus is supporting clients in California, but we are open to supporting your business if you are located in the United States. We do not work with businesses that are located outside of the United States.
Do we offer catch-up bookkeeping?
Yes, we offer clean up and catch-up bookkeeping services. Please reach out for a custom quote!
How do we share documents securely?
A document portal is shared with our clients using secure, cloud-based technology that allows for seamless collaboration. We will never ask you to email important or confidential documentation. Please reach out to us if you receive suspicious requests or if you have any concerns.
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