Upgrade your accounting and increase your financial fluency!
From daily entries to board-level insight—get a virtual, remote bookkeeper on demand. We’re more than a bookkeeper
From Uncertainty to Financial Fluency in 3 Steps
Outsourced bookkeeping services built to give you precise numbers, workflow playbooks, and growth-ready insights in 90 days
Instant Clarity
Documented Confidence
Strategic Growth Insights
What You Get in the First 90 Days
Ongoing Service Options
Recording & Reporting
Day-to-day outsourced accounting with bank
reconciliations, journal
entries, and monthly
statements.
Record transactions and journal entries in your financial system
Monthly bank account and credit card
reconciliations
Exporting and saving monthly financial
statements
Basic accounting oversight and best practice suggestions
Analyzing & Interpreting
Monthly KPI dashboards for
small business owners who
need actionable insight to
make better decisions.
Monthly financial review meeting and reporting package
Monthly expense analysis
Monthly balance sheet reconciliations
Fixed asset and depreciation tracking
Projecting & Planning
Rolling forecasts handled
by our team so you can
model “what-ifs” in minutes
and make confident plans.
Annual budget
preparation
Monthly financial
forecasts
Cash flow, revenue, and labor projections
Managing & Growing
Segment profitability
analysis and cash-flow
projections that rival full outsourced accounting
departments.
Key Performance Indicators (KPIs) and
metrics tracking
Monthly business review meetings
Tracking profitability and performance by
business segment
Add-On Services
Add what you need, when you need it:
✓ Payroll processing
✓ Processing vendor bills for payment
✓ Filing 1099s
✓ Filing Personal Property Tax Returns
✓ Entering vendor bills
✓ Invoicing clients
✓ Filing Sales & Use Tax Returns
✓ Audit/financial review support
Non-profit specific
✓ Board Meeting & Finance Committee attendance
We don’t offer:
✖ Tax advisory or tax planning
✖ Income tax filings
✖ Regulatory compliance
What You Expect
Accurate, reliable financial information
Timely delivery of monthly statements
Cost-saving suggestions to improve your profitability
What We Deliver
Everything You Expect, PLUS:
Why Our Clients Hire Us
Need More Than a Bookkeeper?
Step into our Interim Controller and Interim CFO services
When your business outpaces basic bookkeeping, we provide experienced financial leadership. As part of our outsourced accounting services, we act as your on-demand finance team
Interim Controller Services
Maintain your month-end close, reconciliations, and reporting cadence
Review all financial activity and point out potential areas for process improvement
Oversee accounting staff or vendors
Interim CFO Services
Lead financial strategy and forecasting
Model “what-if” growth, hiring, and pricing scenarios
Provide data-driven insight to support investor, board, or M&A discussions
Help align your finance function with long-term business goals
Think of us as your finance department in a box—CPA-level oversight, KPI clarity, and full financial control for as long as you need us.
Frequently Asked Questions
Is this service only for Maryland companies?
No. Our virtual team supports clients nationwide.
What if I’m not sure exactly what role I need to hire for?
No problem. We’ll help you assess your current team, workload, and goals to identify the right role for your business. We can also create clear job descriptions and outline the skills you need, so you make the right hire when the time comes.
What makes you different from a regular bookkeeper?
We go far beyond basic bookkeeping. You get CPA-level oversight, monthly strategy meetings, profitability analysis, and cash flow forecasting, everything needed to help your business grow, not just balance the books.
Do you handle cleaning up past accounting mistakes?
Our focus is on keeping your books clean and accurate moving forward. If you need prior period cleanup, let us know, we can scope it as a separate project before ongoing service begins.
What happens if I need payroll, 1099s, or extra support during busy seasons?
We offer a full menu of add-on services you can turn on or off as needed, including payroll processing, vendor payments, invoicing, and more.
What if I’ve outgrown my bookkeeper but I’m not ready to hire in-house?
That’s exactly where we specialize. We fill the gap with high-level support, robust processes, and strategic guidance so you never drop the ball as you grow.