Other Business Services

Below are some of the additional service we offer in addition, and sometimes included with your, bookkeeping solution. If you have questions or want more information on any of these services don’t hesitate to reach out as we will gladly explain services to you and how they can benefit you.

Document Management

To better assist our clients, we have developed a close relationship with Hubdoc a service that helps to transfer and store documents securely. Their service allows us to automatically gain access to bank statements from major banks and businesses that you may have an account with. Beyond that, you can forward emails that contain documents or take pictures with your phone to upload documents for us to use and have access to. All of this is done securely under 256-bit encryption and kept off a direct computer hard drive to provide security for your documents. This service is automatically provided with our full and premium packages for our bookkeeping clients but is available to any client that would like access to the system.

Industry benchmarking

One of the most insightful things that a business can do is see how they compare to their competitors within their industry. We gather data from bank records that have been used to provide loans to businesses in your industry to assess their financial well-being before a loan is given. We further narrow down this information by your business size and your businesses location so that we can give you an accurate idea of how you compare to your regional competitors. This information allows us to make recommendations on how you can better compete within your sectors and is all stored in a manner that you can easily access and understand through a dashboard. As a bonus for our bookkeeping clients we provide this service included with your bookkeeping for our Premium package clients, but anyone can contact us to help benchmark their business.

Business Budgets

Budgets are considered a vital part for many businesses, yet many business owners don’t carry out or complete a budget. Budgets are time-consuming and can be complicated which is unfortunately why many business owners don’t take the time to do it. Many business advisors and accountants do budgeting for businesses; this budgeting though is regularly a one-time occurrence that doesn’t change and grow with your business and update as you do business. We have developed a relationship with a company called LivePlan and spent hours participating in training with them to provide you with advanced budgeting services. Our services aren’t a one-time event we spend at least one year working with you to grow and modify your budget to accurately reflect your business and grow with you as you grow and modify your business. We are here to be your financial advisor and business consultant so we pride ourselves in providing long-term services which will benefit you the most not just short-term advice.

Business Plans

Ultimately you will likely need to borrow money at some point in your business’s life, most likely for expansion but many reasons exist for why you may want to borrow money. When you go to a bank, or even an individual lender most likely they are going to want to know about your business plan, so why not look professional and have a nice clean plan already ready to present? We help you develop a business plan that is professional but also dynamic taking into account your current finances along with your budget to show lenders. Our plans can be modified to show the data you want and highlight what makes your business great; it’s not a one size fits all thing. On top of that, we also provide you with a one-page overview business pitch with the same dynamic ability to help highlight your business. We include our business plan services for anyone who works with us to help budget their business and recommend that if you want to do a business plan that you also work with us on helping you budget. However, we are happy to talk about helping you with your business plan even if you don’t budget with us.

Accounts Receivable

Worried about how many outstanding invoices you have, or just tired of having to keep track of who has paid and who hasn’t? You could be over spending time tracking down late payments and trying to get those invoices paid. Let us help you work on reducing your accounts receivable by helping to handle who owes you what and working with you to get them paid so that you no longer need to worry about that invoice from last year.

Accounts Payable

Having trouble keeping up with whom you owe, and when you need to pay them? Not a problem, we understand all the payment terms and will gladly help in making sure that you are up to date on all your bills and help manage writing those checks so that you can focus on your customers. We work with you to provide a safe check and balance to help enhance your business’ security and prevent fraud by working with us on your accounts payable.


There’s a lot of time that goes into payroll and the many things you need to worry about. Work with us to handle your general payroll and reporting payroll taxes to the IRS for you along with paying your employees, or take it a step further. We partner with another payroll provider to handle your workman’s comp, and benefits for you too so that your only worry is paying the employees. It’s just one more way to focus on your business and customers rather than the back office and everyday finances within your business.

Want to take it a step further and work with us to provide a modern time tracking solution? We have developed a close relationship with T-sheets a time tracking app company which allows your employees the ability to track their time directly from their phone and gives you the ability to track their locations while clocked in and use biometrics to confirm employee identities

App enhancements

We are in the 21st century, so why not allow your business to take advantage of the technology and features that are at your fingertips to help streamline your work? As we work primarily with Home Service Pros, we have developed a relationship with an app called HouseCall Pro which allows you to handle your complete business within the palm of your hand. Schedule appointments, send estimates and invoices, track your employees, manage your customers, take payments, and so much more all through one app on your phone that you can carry with you wherever you go so that you don’t have to sit in the office. No more work orders or sales invoices because any information your employees need is right there in the app so that they can see what’s going on but there are no miscommunications or lost paperwork. It’s honestly the one-stop shop to help handle your entire business so that you can do what you love and focus on your customers earning you repeat business.

Want more information on our services?

Click the link below to download our Bookkeeping Brochure which Highlights all of our services so that you can get the best benefit out of your partnership with us.

Bookkeeping Brochure

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