What services do you provide?
We provide monthly bookkeeping, bank and credit card reconciliations, financial reporting, and year-end support for your tax professional. Business advisory services are also available, including cash flow planning, budgeting, and financial performance reviews.
What types of businesses do you work with?
We work with small businesses that want dependable financial records, understandable reports, and personalized support. We begin with a conversation about your business to determine whether our services are a good fit.
Do I need to be located near you?
No. Based in Westford, MA and Scituate, MA, we serve businesses throughout Massachusetts and New England, with remote services available nationwide.
How does monthly bookkeeping work?
We use bank and credit card transaction feeds where available, review and categorize activity, reconcile accounts to statements, and follow up on questions. You provide supporting documents and business context so we can maintain accurate records.
What financial reports will I receive?
A typical monthly package includes a profit and loss statement and balance sheet, with comparisons to prior periods. Additional reporting and discussions about your results can be included in your engagement.
Can you help if my books are behind?
Yes. We can assess your records and propose a catch-up or cleanup project before beginning ongoing monthly services. The scope and fee are agreed upon in advance.
How much do your services cost?
Monthly fees depend on transaction volume, the number of accounts, the condition of your records, and your reporting needs. We agree on the scope and monthly fee before work begins. Cleanup projects and additional services are quoted separately.
What do you need to prepare a proposal?
We start with a brief discussion about your business, accounting software, bank and credit card accounts, and reporting needs. We may request recent statements and financial reports to assess transaction volume and complexity.
Will you work with my CPA or tax preparer?
Yes. We provide organized financial records and coordinate with your tax professional on questions and year-end adjustments. Tax return preparation is handled by your tax professional.
Are depreciation and prepaid expense schedules included?
We determine those needs when setting the scope of your engagement. Maintaining prepaid expense schedules, fixed asset records, or other supporting schedules can be included where appropriate. Tax depreciation calculations are coordinated with your tax professional.
Can you help me understand my financial results?
Yes. Advisory support can include reviewing profitability, understanding changes in revenue and expenses, planning cash flow, and evaluating business decisions. This support can be included in your monthly engagement or arranged separately.
How do I get started?
Schedule a complimentary introductory consultation. We will discuss your current bookkeeping, the information you need, and the level of support that fits your business.
Ready for clearer financial information?
Tell us about your business and the support you need.