Our Services

Full-Service Bookkeeping

Your books are updated every month with transactions categorized, accounts reconciled, and reports delivered on schedule. We maintain a consistent chart of accounts so performance is clear at a glance. Includes year-end preparation and CPA coordination.

Catch-Up Bookkeeping

We clean up months or years of backlog, reconcile every account, and fix miscategorizations. You get accurate financials so you can file taxes, apply for financing, or just know where you stand.

Job Costing for Contractors

See true costs by job and phase with margins you can trust. We align your chart of accounts to field reality and produce WIP and margin views that help you price and schedule better.

Payroll System Setup

We build your payroll system right the first time. Employee profiles, tax withholdings, pay schedules, and direct deposit configured correctly so your first payroll runs clean.

Full-Service Payroll

We process your payroll every pay period. You approve the hours and we handle everything else.

Invoicing & Collections

Get paid faster without chasing customers. We handle invoice generation, payment tracking, and follow-up so the work you complete turns into cash in the bank.

Bill Payment

We manage your accounts payable so vendors are paid accurately and on time. Includes invoice processing, payment scheduling, and vendor communication to maintain good supplier relationships and avoid late fees.

Cash Flow Planning

Know where your cash will be, not just where it is today. We build and maintain a rolling 13-week forecast so you can see problems coming and make confident decisions about payroll, vendors, and growth.

Cash Reserve Planning

Build a financial cushion for slow seasons and unexpected expenses. We set a target reserve based on your actual costs, automate monthly transfers, and create rules for when to draw and how quickly to replenish.

Expense Control

We track, categorize, and trend your expenses to find waste and opportunities to save. Includes subscription audits, vendor negotiations, and purchasing controls to keep spending intentional.

Performance Reporting

Simple, clear reporting that shows what changed and why. Includes a weekly cash dashboard with cash on hand, AR aging, and upcoming outflows. Month-end summaries in plain English with variance highlights versus prior month and budget.

Fractional Controller

Financial leadership without a full-time hire. We bring budgets, rolling forecasts, margin analysis, and capital planning so your decisions are based on real numbers, not guesses.

Fractional CFO

Strategic financial leadership without a full-time hire. We bring CFO-level thinking to your major decisions, growth planning, and capital strategy. Executive reporting and ongoing guidance to help you move forward with confidence.

QuickBooks Setup

We configure QuickBooks to match how your business actually operates. Chart of accounts, bank connections, invoice templates, and reports set up right from day one.

Inventory Accounting

We track inventory values and integrate them with your monthly books. Stock levels, cost of goods sold, and valuations are maintained so your financials reflect what you actually have on hand.

Sales Tax Compliance

We track, calculate, and file your sales tax so you stay compliant with Massachusetts requirements. Avoid penalties and interest from missed or incorrect filings.