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Advisory
Regular working sessions on pricing, hiring, owner pay, and cash flow. The guidance of a senior finance leader at a fraction of the cost of hiring one.
How advisory worksServices
One firm for the whole financial back office
Bookkeeping, payroll, tax, and advice, on a monthly rhythm. Advice leads; the rest makes the advice possible. Everything scoped to one flat monthly number before we start.
Accounting
Books kept current in QuickBooks Online, reconciled monthly, with reports you can read in 5 minutes and the B&O filings handled.
What monthly accounting includesPayroll
Employees paid on time, payroll taxes filed and paid for you, quarterly 941s and year-end W-2s covered, HR platform included.
What payroll coversTax
Liability projected during the year, moves made before deadlines, returns prepared and filed. Know your April number by July.
How we reduce tax liabilityAdd-ons
When you need more than the core
Scoped and priced individually: personal tax returns for owners, tax notice response, budgeting with monthly budget-to-actual reporting, accounts payable, receipt management, strategic planning sessions, workers' comp and liability audit preparation, and annual report filings.
Not sure which pieces you need?
That is the first thing we figure out on a strategy call. If you only need one service, we will say so.
From the Learning Center
Real questions, candid answers
Our clients' reviews
Here is what they say about working with us
Jose is wonderful! I recently started my own small business, and he has been so helpful. He is knowledgeable, efficient and proactive. I feel very safe and secure knowing I have him as my accountant. He is always quick to respond to my questions and I enjoy working with him. He has made running my business a lot easier and stress free. He is a true team player. Thank you Jose!
Highly recommend bookkeeping service in north Seattle, very professional and detail oriented. Thanks again!
Jose has been very helpful with my accounting needs. He goes above and beyond with our bookkeeping and allows me to focus my time on growing my business!