We provide 100% virtual, CPA-led bookkeeping services to small businesses nationwide.

Hiring an in-house accountant can cost thousands of dollars per month, but outsourcing to a CPA can provide the same level of expertise at a fraction of the cost. Here’s why small business owners benefit from working with a CPA-led bookkeeping service:

✅ Cost-Effective Financial Management – A CPA can handle your bookkeeping more affordably than hiring a full-time or part-time employee while ensuring financial accuracy and compliance.

✅ Greater Accuracy & Fewer Costly Errors – Whether you’ve been managing your books yourself or have relied on a non-CPA bookkeeper, a CPA is more likely to ensure proper recordkeeping. This saves time and money by preventing costly errors that require clean-up at tax time.

✅ Tax Savings & Maximized Deductions – Poorly kept books can lead to missed deductions and costly mistakes. A CPA understands how to properly classify transactions to ensure you don’t overpay in taxes.

✅ Audit Readiness & Compliance – Having a CPA maintain organized, accurate books year-round means you’re always prepared if the IRS ever requests a review of your financial records.

✅ Ongoing Financial & Tax Advisement – A CPA does more than just record transactions—they provide proactive guidance on tax-saving opportunities, expense management, and potential financial risks throughout the year.

Bookkeeping - Run your business with peace of mind, knowing that we are regularly keeping your books up to date, so you always have a reliable set of financials at your fingertips! There are a few options here; you can do one of the following: 

1. Allow us to have accountant's access to your online bookkeeping software 
2. Upload all of your account information securely to our portal monthly or quarterly and we will keep your books for you 
3. Set up accountant users for your accounts, giving us access to the transactions & statements online so that we can keep your books for you

Tax - Everything from payroll to income taxes can easily be done virtually. You can upload all documents securely and leave the rest to us! 

Consulting - Meeting via Zoom allows the convenience of being able to meet from anywhere! 

Our team of experienced tax professionals will ensure that your tax returns are filed accurately and on time. We stay up-to-date on the latest tax laws and regulations to ensure that you are taking advantage of all available deductions.