Our job is to accurately compile your financial statements/data for you as the business owner not only make better business decisions but to provide your data to your accountant at the time of tax filing.

We also can provide support for your office, such as entering invoices, payroll, categorizing transactions, email support and have HR support available as well.

We do not file your annual return, we prepare all of your business financial data to go to your Accountant, therefore effectively communicating what is needed for your annual tax return.

We do, prepare payroll tax filings, required by both state and federal agencies on a quarterly basis.

We are a Quickbooks Elite Pro Advisor and provide support for Quickbooks Online and Quickbooks Desktop. While we are transitioning away from Desktop we ease the transition to Online seamlessly and painlessly.

We also provide support and service for Sage 100 Contractor. 

Our rates vary based on YOU and YOUR BUSINESS needs, we know business is not one size fits all and neither are our rates. We discuss what your needs are and often charge hourly to ensure nothing is lost in translation before quoting a monthly flat rate. Our goal is to help and provide clarity within your business, not to charge for every phone call/inquiry. We’re here to help.

Unfortunately, we cannot quote the length of a clean up project without an in-depth discussion. Each situation is different and unique therefore we cannot quote a one size fits all time frame.

Yes, we prepare your financial data for your annual return, should you not have an accountant we are more than happy to recommend one (or two, or three, or four…).

Yes! We are a fully remote firm, but do have an office in Bozeman, Montana for our in area clients. We currently service clients within the United States, we utilize secure online portals that are mobile friendly to gather any and all information needed for us to accurately compile your financials.