Business Details
We have been serving Westerville and the surrounding region for 27 years with small business accounting expertise. Our founder, Katie, personally contacts each client to tailor procedures that streamline backoffice tasks and reduce costs. We specialize in QuickBooks Desktop, Enterprise, and Online versions, ensuring seamless integration for every operation. Our services include comprehensive bookkeeping, tax calculations, payroll, and custom proforma development. We provide crossreferencing tools that help identify market niches and avoid costly mistakes. Our clients routinely save 1015 hours a month, a benefit comparable to hiring a fulltime CFO.
We offer this expertise for as little as $150 per month, with no software purchase required. Our process design manuals and procedures guarantee accuracy and consistency across all reports. We maintain full transparency, providing clear, realtime financial insights to empower decisionmaking. Our commitment to client satisfaction drives us to adapt services as businesses grow and evolve. We pride ourselves on delivering professional standards that match those of large corporations, but at a fraction of the cost.
We offer this expertise for as little as $150 per month, with no software purchase required. Our process design manuals and procedures guarantee accuracy and consistency across all reports. We maintain full transparency, providing clear, realtime financial insights to empower decisionmaking. Our commitment to client satisfaction drives us to adapt services as businesses grow and evolve. We pride ourselves on delivering professional standards that match those of large corporations, but at a fraction of the cost.
Highlights and features
- We have 27 years of small business accounting expertise.
- We provide custom proformas that give clients a competitive edge.
- We save owners 1015 hours of backoffice time monthly.
- We offer bookkeeping for $150/month, no software purchase needed.
- Our team is certified in QuickBooks Desktop and Online.
Services
Bookkeeping
Our Bookkeeping service establishes a tailored system that captures every transaction accurately and efficiently. Small business owners rely on our meticulous recordkeeping to maintain compliance, produce realtime financial reports, and free up time for strategic growth. With our expertise, clients gain clarity and confidence in every dollar spent.
Streamline the Process
When processes feel chaotic, we design clear workflows that eliminate errors and boost productivity. Our manuals and stepbystep procedures ensure every team member follows best practices, reducing costly mistakes. Clients experience smoother operations, faster reporting, and the peace of mind that comes from a reliable system.
Consulting
Our Consulting service equips businesses with the knowledge and tools to thrive in a competitive landscape. We conduct indepth assessments, identify gaps, and craft actionable plans that align with your goals. Clients walk away with a solid foundation, clear metrics, and a roadmap to sustained growth.
Use Tax Calculations & Payments
Accurate usetax calculations prevent costly penalties and ensure compliance with state regulations. We calculate, file, and remit taxes on time, leveraging our expertise to avoid overpayment. Clients benefit from peace of mind, accurate reporting, and the assurance that their tax obligations are handled efficiently.
Payroll
Payroll is a critical yet timeconsuming function that we streamline to protect your bottom line. We handle all wage calculations, tax filings, and employee record maintenance, ensuring accuracy and regulatory compliance. Clients gain reliable pay cycles, reduced administrative burden, and confidence that their staff is compensated correctly.
