Simple, affordable modern accounting.
Collaborative accounting that keeps you in control: we set up FreshBooks and review monthly so taxes and payroll stay painless
Collaborative Accounting (FreshBooks-Guided)
You keep control of your books; we keep you accurate. We set up FreshBooks, you run day-to-day, and we review monthly so taxes are clean and stress-free.
Start fast, the right way
We invite you to FreshBooks and walk you through bank connections, categories, and invoice settings.
Eyes on your books
We scan for uncategorized items, missed reconciliations, and reporting gaps.
No April panic
Because your books stay organized, tax preparation is faster, more affordable, and more accurate.
Who We Help
Built for new businesses and owners who want straightforward bookkeeping with guidance.
New businesses & solo founders
No accounting system yet? We’ll set up FreshBooks the right way, fast, and show you only what you need.
Fast configuration
We configure FreshBooks, bank feeds, and categories so you can start quickly.
Hands-on owners, guided by an accountant
Keep control of your books while we review, advise, and make sure everything stays tax-ready as you grow.
Services
Three essentials that work together: collaborative accounting, tax prep, and payroll.
FreshBooks-guided bookkeeping
You handle day-to-day; we advise, review, and keep you tax-ready. Simple reports you can actually read.
Individual • Schedule C • S-Corp
Accurate prep, smart questions, and e-file. Existing bookkeeping clients get priority in tax season.
Setup & Filings
Employee onboarding, direct deposit, quarterly/annual payroll tax filings, and year-end W-2/1099 support.
How It Works
- Book a free consultation. We confirm fit and pick a plan.
- We invite you to FreshBooks. You’ll get the official email to create your login.
- Guided setup. We guide in configuring bank feeds, categories, and invoice settings.
- Receipts & history. Capture receipts, import past transactions, and follow a simple monthly routine.
- Monthly check-ins. We review, flag fixes, and keep you tax-ready.
- Add payroll when ready. SurePayroll handles filings and year-end forms.
Simple Pricing
Clear starting points. Final price depends on forms and complexity.
FreshBooks access, guided setup, monthly review, and support.