The Accounting Your Business Runs On.
Pick one service or let us handle all of it. Every client gets the same care, accuracy and clear reporting.
Accounting
We record and categorize every transaction so your books are always current and tax ready.
- Monthly transaction entry and categorization
- Chart of accounts setup and cleanup
- Catch up and cleanup for books that fell behind
- Sales tax tracking
Accounts Receivable
We track what customers owe you and follow up so cash comes in on time.
- Customer balance tracking
- Payment reminders and follow up
- Aging reports
- Payment recording and matching
Accounts Payable
We keep your bills organized and paid on schedule, no rushing slips.
- Bill entry and approval tracking
- Payment scheduling
- Vendor records
- Payables reports
Invoicing
We create and send professional invoices your customers can pay online.
- Standard invoice setup
- One-time and recurring invoices
- Online card and ACH payment links
- Invoice status tracking
Reporting
You get clear financial reports every month and a team to explain them.
- Profit and loss statement
- Balance sheet
- Cash flow summary
- Monthly review call on request
Basic Automation
We connect your bank, payment and invoicing tools so routine work happens on its own.
- Bank and card feeds
- Automatic categorization rules
- Recurring invoices and payment reminders
- Receipt capture
Need Tax Help?
Tax preparation, IRS notices and advisory are handled by CLPA Inc.
Not Sure What You Need?
Book a free call. We will look at your books and recommend the right setup.