With us, it’s personal
We are a small business serving small businesses. Our experts care about your business and will be there for the journey.
Daily bookkeeping and payroll
Daily transaction classification and expense tracking keeps your books clean, accurate and reliable, and payroll is seamlessly integrated.
Bill pay and invoicing
We make outgoing payments on time and seamlessly manage your cash flow.
Business tax planning and preparation
We plan, prepare and file your tax returns so you are always compliant.
Reporting and advice
We work with you to monitor your financial position and key performance indicators so you have usable insights to help grow your business.
Your back office support system
Includes:
- Bookkeeping
- Reconcile bank accounts
- Monthly journal entries
- Reconcile electronic transactions
- Tax
- Income tax preparation
- Tax notice response
- Coaching and consulting
- Tax planning
- Budget maintenance & reporting
- KPI reporting and review
- Prepare financial statements
Includes PPL Basic along with:
- Accounts payable
- Vendor management
- Prepare 1099s
- Payroll
- Process payroll
- Submit payroll taxes
- Remit employee deductions
- Electronic W-2 and paystubs
- Employer access to electronic pay records
- Prepare payroll tax returns
- Tax
- Sales and use tax prepartion
- Property tax preparation
- Coaching and consulting
- Cashflow management
- Business coaching
Includes PPL Plus along with:
- Accounts payable
- Process bill and vendor payments
- Process employee expense reports
- Provide digital acess to paid bills
- Track credit card expenses and receipts
- Tax
- Audit assistance