Our Services

Ongoing Bookkeeping

Monthly bookkeeping that keeps your records current and accurate. We handle transaction categorization, bank reconciliation, and financial statement preparation so you always know where you stand.

Catch-Up Bookkeeping

Reconstruction and reconciliation of backlogged financial records. We work through historical transactions, correct errors, and bring your books fully current.

Payroll System Setup

Get your payroll system configured correctly from the start. We handle Massachusetts-specific requirements and train you to run it yourself.

Managed Payroll

We run your payroll every pay period. You approve hours and we handle everything from wage calculations to tax filings to year-end W-2s.

Accounts Payable

We manage your vendor invoices and outgoing payments. Bills are logged, verified, and paid on schedule so you always know what is owed and nothing slips through the cracks.

Accounts Receivable

We handle customer invoicing, payment tracking, and collections follow-up so you get paid for the work you've already completed.

Financial Strategy & Advisory

Part-time CFO expertise for growing businesses. We provide the financial planning, cash flow forecasting, and strategic analysis that helps you make better decisions with confidence.

QuickBooks Setup & Training

Get QuickBooks configured correctly from the start. We set up your accounts, connect your bank, and train you to use it confidently.

Inventory Accounting

Tracking the financial side of your inventory. Accurate cost of goods sold, proper valuation, and records that match what's actually on your shelves.

Job Costing & Project Accounting

Track what each job or project actually costs so you can see which work makes money and price future jobs based on real data instead of guesswork.

Sales Tax Compliance

Handling sales tax so you don't have to track rates and deadlines across multiple states. We determine where you have nexus, register your business, file returns, and remit payments on time.