Our Services.
We provide US-based outsourced accounting services to small-to-medium size businesses and nonprofits like yours to transform lives for the better. Here’s how we do it.
Financial Recordkeeping
Save time and valuable resources.
We provide so much more than the average data entry bookkeeping services. We manage every facet of the nuanced financial activities that keep your business running smoothly and efficiently, tailored to your unique needs.
What we do
- General Ledger Development & Maintenance: Build and maintain a solid foundation for your financial records.
- Transaction Categorization: Ensure every penny is tracked and correctly classified.
- Account Reconciliations: Balance your books so everything matches up perfectly.
- Accounts Receivable & Payable Management: Keep cash flowing smoothly in and out.
- Financial Statement Preparation: Provide clear, actionable reports to guide your decisions.
- Maintain your records, making sure they’re done right and done well.
- Save your time and valuable resources by outsourcing financial management.
- Stay compliant with regulations and industry standards.
- Keep your business organized so you can focus on your business and live stress-free.
- Provide you with reliable financial insights so you can make confident business decisions.
We take pride in turning complex financial details into a smooth, organized system that empowers you to make smarter business decisions.
Cory
Financial Advisory
Strategic insights to drive growth.
Financial illumination at your fingertips. We’ll help you make informed decisions and set your business up for sustainable success.
What We Do
- Financial Reporting & Analysis: Turn your financial data into actionable insights.
- Profitability Optimization: Find and implement strategies to boost your bottom line.
- Forecasting & Financial Modeling: Project future trends and model growth scenarios.
- Monitor your cash flow to keep your operations on track.
- Gain clarity on your financial future.
- Maximize profitability with actionable insights.
- Navigate complex financial decisions with confidence.
We thrive on providing businesses with actionable insights and strategies that unlock their full potential and set them up for sustainable success.
Georgia
Payroll Administration
Avoid costly payroll mistakes.
We act as your payroll point of contact and handle it with precision and care, so your team gets paid on time and your business stays compliant.
What we do
- Payroll Processing: Manage payroll runs with accuracy and timeliness.
- Employee Benefits Administration: Handle deductions and benefits setup seamlessly.
- Employer State Tax Registrations: Keep payroll taxes compliant and stress-free.
- Platform System Setup: Simplify payments for happier employees.
- Payroll Reporting & Reconciliation: Sync data with your books to keep things clean and transparent.
- Maintain timesheets, exceptions, & PTO policies.
- Ensure employees are paid accurately and on time.
- Stay compliant with tax regulations and filings.
- Boost employee satisfaction with reliable payroll.
- Free up your team from payroll headaches.
Payroll isn’t just a transaction; it shows your team that you value them. We love taking this off your shoulders so you can focus on what matters most.
Cory
Operations Consulting
Cut unnecessary costs.
We help your business run smoother, smarter, and faster with tailored strategies that tackle inefficiencies head-on.
What we do
- Process Documentation & Improvement: Analyze and refine your operations for maximum efficiency.
- Workflow Automation Development: Save time by automating repetitive tasks.
- Team Management & Structuring: Build and organize a powerhouse team.
- Technology Solutions & Implementation: Find and set up tools that actually work for you.
- Cost Reduction Strategies: Identify clever ways to reduce expenses without sacrificing quality.
- Boost operational efficiency and cut unnecessary costs.
- Scale your business and alleviate the growing pains.
- Streamline internal processes for better performance.
- Spot bottlenecks and implement game-changing solutions.
- Provide strategies tailored to your unique business needs.
We love fine-tuning your business operations to make them efficient, scalable, and stress-free. When your processes run like a well-oiled machine, we’ve done our job
Georgia
Budget Development & Forecasting
Achieve your financial goals.
We help you map out a game plan for your money so you can make confident, data-driven decisions all year long.
What we do
- Annual Budget Development: Build a financial roadmap tailored to your business goals.
- Cash Flow Projections: See where your money’s going and when it’s coming back.
- Profitability Planning: Analyze revenue and cost structures to understand when your business will turn a meaningful profit.
- Scenario Reporting & Analysis: Plan for “what-ifs” before they happen.
- Set financial goals you can actually achieve.
- Keep a close eye on your cash flow.
- Forecast future revenues and expenses with clarity.
- Track performance and make smart adjustments.
- Make impactful decisions with insights you can trust.
Helping you plan for the future with realistic goals and clear financial insights is what drives us! Nothing beats seeing your business grow with a strong foundation and knowing we’ve helped facilitate that success.
Cory
Regulatory Compliance, Audit, & Tax Support
Strengthen financial reporting.
We help keep your business or nonprofit compliant, audit-ready, and financially transparent—without the stress and chaos.
What we do
- Tax Firm Coordination: Handle documentation requests and communications so you don’t have to play middleman.
- Compliance Management: Ensure your business meets all regulatory requirements—no missed forms or deadlines.
- Financial Statement Reporting: Create clear, accurate reports to show your financial health at a glance.
- Internal Control Assessments: Evaluate and strengthen your processes for smooth operations.
- Restricted Funds & Donor Budget Reporting: Track and report on funds with precision to maintain donor confidence.
- Keep you compliant with federal and state regulations.
- Build trust with donors, stakeholders, and your CPA firm.
- Strengthen financial reporting for better decision-making.
- Streamline the audit process and save you from the headaches.
- Help you achieve long-term financial peace of mind.
We’re passionate about keeping you compliant and stress-free, guiding you through audits and tax seasons without a hitch.
Georgia
Projects
Actionable financial insights.
Cleaning up financial messes and setting you up with systems that actually work so you can focus on growing your business.
What we do
- Prior Period Reconciliations: Correct past financial errors and ensure your books are accurate and IRS-ready.
- Triage & Repairs of Past Financial Chaos: Whether it’s uncategorized transactions or reconciliation headaches, we unravel the story and put it all back together correctly.
- QuickBooks Online Setup & Migrations: Set up new accounts or migrate existing data without a hitch.
- S Corp Transition Support: Help you organize finances and navigate what to do after getting your S Corp election approval letter.
- Payroll Platform Setup & Migrations: Facilitate a smooth setup or transition to an improved payroll platform that fit your needs.
- System Integrations: Sync third-party payment processors and other tools seamlessly into your accounting system.
- Financial Assessment & Advisory: Offer expert guidance on compliance, best practices, and financial growth strategies.
- Fix prior accounting errors and inconsistent data that keeps you up at night.
- Keep your financial records clean and compliant.
- Save you time with seamless system migrations.
- Reduce stress with clear, actionable financial evaluation.
- Help you make confident decisions about your business.
We absolutely love being the fix-it crew – We’re positive that it’s a lot more fun for us than it is for you to clean up messy books and set up systems that keep you thriving.
Cory
Backed by
amazing software
Included in our list: The one you use.
We pride ourselves on adaptability. We’ve worked with every piece of accounting software under the sun (and some over it), and there are new options emerging every day. Leveraging new platforms will always be a welcome challenge for us.
Included free with all services:
Above & Beyond
A few guaranteed perks you get from working with us: A response to every request within 24 business hours, extra effort in everything we do, our phone number to call or text for quick accounting questions (or questions about making good life choices), and a US-based team. Always.
Let’s build something
together.
And we mean that literally and figuratively.
We feel like tiered pricing is too restrictive and we know firsthand how unpredictable hourly billing charges can be, so we decided on a better alternative: Our pricing and scope of work is fully customized after we meet with you to make sure it suits your unique needs.
Join us for a free consultation and let’s make it happen.