We will get you a set of audit-ready books, and the information you need to meet your goals with an engaged and responsive team.

Services We Provide

We're impact-oriented, innovation-inspired number enthusiasts. We thrive on helping our clients set up, manage, and oversee financial data, processes and systems. Our services include bookkeeping, accounting, payroll, financial advisory, and more.

    • Weekly or monthly data entry of receipts, bills, and sales receipts

    • Weekly reconciliation of bank and credit card statements

    • Maintenance of any automated sales entry from client's point of sales system

    • Weekly review, scheduling, and payment of bills via bill pay or vendor's online payment platform

    • Maintenance of auto-paid bills and active payment methods

    • Weekly creation of customer invoices via your sales platform and accounting software

    • Weekly customer reminders of past due invoices and/or account balance

    • Normal maintenance of online payment system(s)

    • Regular payroll processing of hourly and/or salary employees using Gusto payroll service

    • Calculate, prepare, file, and pay Washington State Excise Tax (B&O and/or Sales Tax)

    • Monthly reconciliation review of outstanding expenses and/or customer payments

    • Monthly review of Income Statement and Balance Sheet accounts

    • Preparation and review of standard Comparative Income Statement, Balance Sheet, Cash Flow Statement, and Accounts Receivable and Accounts Payable Aging Reports

    • Select annotation where something of note appears in a report

    • Preparation of required annual adjusting entries

    • Preparation of annual financial statements (Income Statement, Balance Sheet, and Statement of Cash Flows) required by your tax professional

    • Preparation and payment of estimated tax payments

    • Provide monthly custom financial reports and analysis that will give insights into the business's financial health

    • Monthly video call to review the previous period's financial performance and answer any of management's questions

    • Assist in the development and preparation of a 12-month '3-way' forecast and/or annual budget

    • Assist to establish and execute financial action plans

    • Provide technical oversight, support, and feedback to the company's internal bookkeeping and accounting personnel

  • Human Resources and Compliance service offerings soon to come!

We break down your financial performance and help you create plans for the future.

How We Work

1. Consultation

It all begins here. We’ll schedule a short video call to get a sense of what your needs are and how we may be able to help.

2. Proposal & Engagement

From our consultation we’ll be able to send you a proposal & engagement with a detailed scope and price for that work. We charge a monthly flat-fee so you always know what you’re paying. If you have any questions about your proposal or about the services, we’re here for it!

3. Getting Started

Once the proposal & engagement is signed, we’ll start our onboarding process. Our goal is to balance getting as much information as possible from you, as soon as possible, with ensuring that the work gets started and you can count on your financial reports.

4. Staying Started

We’ll be in regular communication about any information we need from you, and are available for questions and inquiries.

5. Financial Advisory

If you’re in need of some additional support, especially interpreting and putting your financial information to good use, let’s talk to see if advisory would be a good fit.

Guided financial statement analysis can be a game changer for confident decision making in business.

Our Partners

Our bookkeeping and accounting team partner with Dext, Xero, and Gusto to work with our clients to provide accurate and timely bookkeeping, accounting, and payroll services using software and digital tools that help us work efficiently.