Professional Bookkeeping & Operational Services
HELPING SMALL BUSINESS OWNERS TAKE BACK THEIR TIME
Your time is valuable…we’ll help you get more of it.
The valuable time you personally spend on standard back office duties is time that you are NOT spending generating revenue. You generate more revenue per hour than it would cost you for professional back office support.
Long story short…place the proper value on your time, as the owner you are the driving force of growth for your business.
Projected Hours We Save Each Client Per Year
Minimum Projected Additional Revenue Per Hour Saved
Emma C. Caveness
Managing Partner | Advanced ProAdvisor
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Your Back Office…Handled
Bookkeeping
Whether you’re just getting started, overwhelmed by a backlog, or ready to hand things off for good, our bookkeeping services meet you where you are. We specialize in first-time setups, historical clean-up, and full-service takeovers, ensuring your financial records are organized, accurate, and tax-ready. By removing the stress of daily accounting, we free you up to focus on what matters most….growing your business.
Payroll
Timely, compliant, and hands-off, that’s how payroll should be! We manage everything from processing paychecks and filing tax forms to onboarding new employees and staying ahead of regulatory changes. Whether you run payroll weekly, bi-weekly, or monthly, have contractors or employees, we make sure your team gets paid accurately and on time, so you can stay focused on running your business, not running calculations.
Tax Ready Annual Reports
No more scrambling at tax time or making decisions in the dark. We keep your books continuously up to date and organized, so you’re always prepared, whether it’s for quarterly estimates, year-end filings, or a meeting with your CPA. Beyond compliance, we deliver strategic financial reports that help you understand your cash flow, spot trends, and make smarter business moves with confidence.
Invoicing & Collections
Getting paid shouldn’t be a hassle. We handle the creation, delivery, and tracking of your invoices so you don’t have to chase payments or lose time on admin. With consistent, professional invoicing and follow-up, you improve cash flow, reduce delays, and maintain stronger client relationships, all while staying focused on your actual work.
Treasury Management & Bill Pay
Stay in control of your cash without getting buried in the day-to-day. We manage your outgoing payments, monitor balances, and ensure bills are paid accurately and on time. No more late fees or missed vendor deadlines. With a structured, transparent approach to cash management, you maintain liquidity, safeguard against overspending, and gain peace of mind knowing everything is handled securely.
Operational Support
Think of us as an extension of your team. From streamlining internal workflows to supporting vendor coordination and systems setup, we help you build a smoother back office. Whether it’s organizing digital files, managing admin tasks, or optimizing day-to-day processes, our hands-on support gives you more time, more structure, and more capacity to focus on what drives your business forward.
Integrating With Your Financial Professionals & Resources
Tax Time Coordination
When tax season hits, we take the lead on the back-and-forth so you don’t have to. We work directly with your tax preparer to provide organized, up-to-date financials, answer questions, and supply any additional documentation they need…saving you time, emails, and frustration. With us managing the details, your filings are faster, smoother, and far less stressful.
Supporting Bank Loans & Underwriting
When you’re applying for a loan or line of credit, we make sure your financials are underwriting ready. We work directly with your bank or lender to provide clean, accurate reports, clarify entries, and respond to underwriting requests—so you’re not stuck chasing down paperwork or explaining your numbers. With us behind the scenes, the process moves faster and your application stands on stronger financial footing.
Partnering with Your Financial Advisor
Accurate books are the foundation of a solid financial plan. We work hand-in-hand with your financial advisor to ensure you can provide them accurate, up-to-date financial data to guide long-term planning, retirement strategies, or investment decisions. By providing the clarity and detail they need, without burdening you, we hope to make the implementation and ongoing management of your personal financial plan more seamless for you and your advisor.
Transparent Pricing
Essentials Support
- <300 Quickbooks Transactions per Month Categorized & Reconciled
- Invoice & Collections Management (if requested) + $4.15 per invoice per month
- Payroll Processing (if requested) + $8.00 per employee per pay period
- Operational Support (if requested) + $50.00 per hour
- Quarterly Financial Report Delivery
- Tax Return Ready Annual Reports
- Treasury Management & Bill Pay
Growth Support
- <1,000 Quickbooks Transactions per Month Categorized & Reconciled
- Invoice & Collections Management (if requested) + $4.15 per invoice per month
- Payroll Processing (if requested) + $8.00 per employee per pay period
- Operational Support (if requested) + $50.00 per hour
- Monthly Financial Report Delivery
- Tax Return Ready Annual Reports
- Treasury Management & Bill Pay
Advanced Support
- <2,000 Quickbooks Transactions per Month Categorized & Reconciled
- Invoice & Collections Management (if requested) + $4.15 per invoice per month
- Payroll Processing (if requested) + $8.00 per employee per pay period
- Operational Support (if requested) + $50.00 per hour
- Monthly Financial Report Delivery
- Tax Return Ready Annual Reports
- Treasury Management & Bill Pay
Full-Time Back Office
- 160 Hours of All-Inclusive Support Per Month
- <5,000 Quickbooks Transactions per Month Categorized & Reconciled
- Invoice & Collections Management Included
- Payroll Processing Included
- Operational Support Included
- Treasury Management & Bill Pay Included
- Monthly Financial Report Delivery
- Tax Return Ready Annual Reports
Project-Based Support
- Time & Materials Billing for special projects including:
- Initial Company Setup
- Prior Accounting Period Clean-Up
- Internal Projects & Process Improvement
- Ad-Hoc Consulting