Monthly Bookkeeping

Consistent, accurate books are the foundation of a healthy business. Each month we categorize your transactions, reconcile your bank and credit card accounts, and deliver a Profit & Loss statement and Balance Sheet you can rely on. You'll always know where your business stands, and your books will be ready for your CPA at tax time.

Budgeting & Financial Planning

A good budget turns your goals into numbers. We build a realistic budget from your actual results, then compare budget to actual each month so you can spot problems early and plan for hiring, equipment or expansion with confidence.

Catch-Up & Cleanup Bookkeeping

Fallen behind? It happens to busy owners. We'll organize your records, correct errors, reconcile every account and bring your books fully up to date, whether you're three months or years behind. Then we can keep them current with monthly bookkeeping.

Tax Planning & Tax Strategies

Tax planning works best all year, not just in April. We review your numbers throughout the year, help you plan for estimated tax payments and look for strategies to reduce your tax bill. Because your books are clean and current, tax season becomes simple.

Accounts Payable & Accounts Receivable

Cash flow depends on both sides of the ledger. On the payable side, we track your bills and schedule payments so nothing is late. On the receivable side, we send invoices, follow up on overdue balances and keep you up to date on who owes what.

Payroll Services

Your team counts on being paid correctly and on time. We process payroll, track paid time off and handle the payroll tax filings, so you stay compliant with federal and South Carolina requirements and avoid costly penalties.