Business Details
We are a boutique accounting firm dedicated to empowering small business owners through precise financial management. Our practice is led by Caleb Jurgens, a CPA with nearly a decade of experience in public and private accounting. We specialize exclusively in QuickBooks Online to ensure the highest standards of digital accuracy. By leveraging our deep tax knowledge, we eliminate the stress typically associated with tax season. Our team prioritizes a detailed-oriented approach to keep every account organized and compliant. We believe that professional bookkeeping should be a catalyst for business growth.
Our commitment to individualized service allows us to address the unique complexities of each client. We maintain rigorous professional standards to provide timely and actionable financial insights. Our goal is to provide the peace of mind that comes with perfectly ordered books. We strive to deliver real impact by optimizing the financial health of your company. Client satisfaction is rooted in our transparency and unwavering attention to detail.
Our commitment to individualized service allows us to address the unique complexities of each client. We maintain rigorous professional standards to provide timely and actionable financial insights. Our goal is to provide the peace of mind that comes with perfectly ordered books. We strive to deliver real impact by optimizing the financial health of your company. Client satisfaction is rooted in our transparency and unwavering attention to detail.
Highlights and features
- Our founder is a CPA with nearly ten years experience.
- We are certified QuickBooks ProAdvisors.
- Our boutique model ensures individualized service for small businesses.
- We provide fixed pricing based on business complexity.
- Our expertise covers both public and private accounting.
Services
Monthly or Quarterly Bookkeeping
We provide recurring financial maintenance for small businesses using QuickBooks Online. Our team categorizes transactions and reconciles bank and credit card accounts to produce monthly Balance Sheets and Profit & Loss statements. This service ensures owners have timely financial insights to improve their business operations.
Bookkeeping Clean Up
We resolve historical accounting errors and organize disordered records for small business owners. This service is provided as a fixed fee based on the specific complexity and time period required. It ensures your books are accurate and ready for tax season reporting.
QuickBooks Set Up
We implement and configure QuickBooks Online for businesses starting their digital accounting journey. As certified ProAdvisors, we ensure the software is structured correctly for your specific industry needs. This foundation allows for seamless tracking and easier financial management moving forward.
A/R and A/P Management
Our premium package includes comprehensive management of accounts receivable and accounts payable. We handle the creation of bills and invoices while diligently tracking all incoming and outgoing payments. This allows business owners to maintain healthy cash flow without manual data entry.
