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On this page you’ll find the various services we offer. You can hire us for a one-off project, a la carte for any of the services below, or partner with us to be your outsourced accounting department for a monthly recurring bundle of services.
Work with us:
Click here to complete our Client Interview Questionnaire
From there, you will schedule a consult to determine how we can work together.
For new businesses or those wanting a fresh start (or re-start). Includes fully customized Xero account to help manage your business: Chart of Accounts, Tax Rates, Get-Paid-Professionally Invoices, Bank Account + Credit Card feed activation and imports, and eCommerce Integration mapping.
When you are not confident your numbers are correct, or have a backlog of transactions to be reconciled. Includes monthly reconciliation and account combing of all Revenue, Cost of Goods Sold, Operating Expenses, Assets, Liabilities and Equity accounts with up to date and finalized reports.
We will train you (and your team) in whatever capacity you will do on your end, whether working with us as part of your team, or doing it all yourself. Includes our best practices for efficiency, being paperless, maintenance and management. Inventory Management, Invoicing, Document Storage + More
Let us do our expert bookkeeping for you, so you can focus on creating jewelry and making sales. Just like having a master setter guarantee your quality control, we are certified bookkeepers and accountants that care. Includes real-time bank reconciliation and monthly management reports.
Quarterly or Annual Strategy Session to establish and formulate a plan for you to implement. Includes 3 year Dream Goals with Monthly, Quarterly, and Annual Milestones, Break Even Point, Sales Goals and Budget.
Establish the basis of how much you must earn and how many pieces at a price point to sell to cover all your costs. Is it reasonable and achievable? We will consider what is needed beyond breaking even, and to actually make a profit.
3-5 year Forecasts and/or Real Time Budgeting. We can do set budgets to compare to your actuals, but we also specialize in Real Time and Real Life Budgeting for Total Control and Clarity. Debt Paydown and Payoffs, Savings Goals, and more.
Know where you stand. We will verify the correctness of transactions and account balances, tie out the income statement and balance sheet, and review your numbers with you. You always walk away with a plan of action.
Tax compliance for State and Federal Tax Authorities:
We do not do Federal or State Income Tax Returns for Business or Individuals.
We love Gusto and use it to help you manage your team.
We can register and renew most state and federal forms for you.
Legal and Tax Entity for your Business
Review your position and goals to select the right entity for your business. The complete picture is not just how the state recognizes your business, but how you are taxed. We establish and register your entity and make tax elections for IRS and state treatment. EIN, LLC with S-Corp tax election is one example.