For new organizations working through initial set-up or established owners who want to convert to the best non-profit software. We can help with initial tasks such as adding users, establishing security settings, and developing a Chart of Accounts that makes sense for your reporting.


Something went wrong in QuickBooks and you don't know how to fix it? No problem, we can help!

App Set-up

Tempted by some of the endless QuickBooks apps on We can help you evaluate and test to determine if a new app will be a life saver or your next nightmare. 



Payroll should be pretty simple, right? You bet, especially if you already use QuickBooks Online. We can help you properly set-up or we can handle it from end-to-end so you can save time. This includes setting up employees and preparing federal and state quarterly filings.

Monthly Reconciliations


The month just ended and you know you're supposed to balance with your bank statement, right? We can help figure out what transactions haven't been recorded or which ones may have been duplicated... oops!

Closing the Books

Once reconciled, it's time to close the books and evaluate how you did. Not only is it an important time to look back on how you performed last month, but it's also necessary to update security settings so no one mistakenly changes prior-period results.


Corporate Tax

In order to make your tax filing a breeze, let's start talking well in advance of the due date. We invest heavily in Continuing Professional Education to stay up-to-date on the latest tax regulations so you don't have to. We love e-filing for C-Corps, S-Corps, LLCs, Partnerships, Sole Proprietors, and more. 



Budgeting is one of the most important and most overlooked annual tasks. Not only is it the best way to set goals, but it's also a critical way to enforce internal controls. It's the best way to reign in spending and identify theft. You wouldn't start a roadtrip without navigation, so why would you start a fiscal year without a plan? We'll even input your goals into QuickBooks so you can easily track your progress month-by-month.