Pick one or combine them. Either way you work with the same CPA, who knows your business and your numbers.
Clean, reconciled, tax-ready books, so your numbers are something you can decide with.
Budgets, projections, reporting and a steady voice on the big decisions, a few hours a month.
Fast, accurate payroll handled by a person you can call, with reports in your portal after every run.
From a QuickBooks ProAdvisor at the Elite tier and a Xero Certified advisor.
One-on-one sessions on your own file, so the lesson is about your business, not a sample company.
Clear answers, and the concierge is here any hour for the rest.
No. Lois keeps your books clean and tax-ready and works directly with your tax professional, who prepares and files your return.
It depends on the number of accounts, transactions and how often you need the books closed. Lois quotes after a 20-minute call.
Yes. Catch-up work is common. We reconcile every account from the last clean month forward and then keep you current.
In your accounting file and in your private client portal. Documents are never exchanged through the chat or by regular email.
Yes. Most work happens online, and Lois meets in person in Broward County when it helps.
Most clients start with bookkeeping and add the rest as they grow. A short call settles it.