—  what we do

Five line items. Everything your books need nothing they don’t.

We’re QuickBooks ProAdvisor certified bookkeepers offering focused, limited bookkeeping services designer to meet the specific needs of your business, without the overhead of a full-time hire.

Clarity Session

Let’s see what your books are really telling you.

We’ll review your books and then walk through your numbers with you, no judgment, just clarity on where you stand and what’s next.

01

Monthly or Quarterly Bookkeeping

Transaction entry, historical cleanups

Essential bookkeeping services on a limited basis, ensuring your financials are up to date without the need for ongoing daily management.

02

Bank Reconciliation

Bank & credit card reconciliation, general ledger accuracy

We reconcile your bank and credit card statements with your QuickBooks records, ensuring all your financials are accurate.

03

Financial Reporting

P&L, balance sheet, cash flow summaries

Clear, concise financial reports including profit and loss statements, balance sheets, and cash flow summaries to help you make informed decisions.

04

Accounts Payable & Receivable

Bill pay, invoicing, loan setup & management, cash flow oversight

We streamline bill and invoice management, keeping you on top of payables and receivables to ensure smooth cash flow.

05

Tax Preparation Support

Clean up work, 1099 Prep

We’ll ensure your books are in order, making it easier to collaborate with your accountant during tax season and avoid last-minute scrambling.

Our qualifications

Certifications & Memberships

Intuit Quickbooks Certification Level 2

Intuit

Digital Bookkeeper Association Member

Digital Bookkeeper Association

Intuit Quickbooks Certification Level 1

Intuit

Associate Digital Bookkeeper Certification

Digital Bookkeeper Association

Cary Chamber of Commerce

Ready when You Are

Let’s figure out which services your business actually needs.

Whether you need support once a month or just for specific tasks, we’ll help you build a plan around it.