Bookkeeping Done Right.

Professional Bookkeeping & Financial Clarity for Small Businesses

Tailored bookkeeping, cash-flow insights and financial control built for small and medium sized businesses. 

 

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Complimentary Financial Review for Your Business (30 Minutes)

Get control of expenses, trust your reports and grow your business. See where you can reduce costs, improve profit margins and gain confidence in running your business. 

Book Your Financial Check-Up

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Does This Sound Familiar?

You are running a growing small business with a lot of moving parts and the last thing you want to do is spend time nights and weekends working to keep Quickbooks updated, send out invoices, and chase customers for payments.

You want growth, you want to hire, you want to scale because the opportunity is there, but you don’t have the financial control  or handle on your margins to do it confidently.
 

You want accurate reports, less work, and time to enjoy your nights and weekends again. You want to grow your business but how?

You have been trying to find a reliable, quality bookkeeper to work with that can help you finally organize my books so I can run my business better.

We can help. Since 2017 we have been helping Home Service Pros like you. 

Services

We Get Small Businesses

Bookkeeping Services

We handle everything from invoicing & payments to reconciliations & reporting, so your books stay accurate & up to date. Our team manages accounts payable & receivable, employee setup, sales tax, & document organization inside QuickBooks.

Financial Reports

Each month, you’ll get clear financial reports—including balance sheet, profit and loss, & month-over-month comparisons—to keep your business on track.

Accounts Receivable and Cash Flow

Staying on top of your AR and cash flow is what keeps your business alive & growing. Knowing when money comes in, where it goes, & how to plan for what’s next is key to staying profitable.

 

Bookeeping Clean Up

We will review & clean up prior years financial records & all of your accounts for accuracy & provide a final report detailing important findings that may be affecting your balances & bottom line. Lets get it right so you can see trends and opportunities for improvement. 
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360° Support

Simple, Accurate and Actionable Books

We partner with businesses like yours to deliver:

  • Daily/weekly cost tracking so you know which contracts are the most profitable.
  • Updated Accounts Receivable & Accounts Payable
  • Profit and Loss & Balance Sheet reports that show you how your business is performing and opportunities to improve profitability.
  • A Chart of Accounts that is easy to understand and see trends
  • Monthly P&L + Balance Sheet, but translated for your services business (with simple & easy process).
  • Proactive review of pricing, margins, & expenses to help your business perform better & cut costs. 
Common Questions, Clear Answers

We make bookkeeping simple and stress-free.

You don’t need to be a finance expert to understand your books. Here’s what most of our clients want to know before getting started.

We built this offering for small and medium sized companies. If you have sales, costs, employees, we can help. 

Great question. Our “catch-up & clean-up” service can get you back on track, then we move to monthly management and insights. No judgement either...running a business isnt easy and we are happy to help you get things back on track. 

No. You’ll get clear, easy-to-understand reports you can actually use, and we’ll walk you through what the numbers mean for your business.

Many clients spot margin leaks or cash-flow issues in the first 60 days. From then on it’s about using the numbers to make decisions, not just looking at them.

 

That’s great. We’ll review your setup, clean up any issues, and make sure your reports are accurate and easy to understand so you can get the most out of your current system.

 
 
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TESTIMONIAL

WHAT OUR CUSTOMER SAY

chris seawitch

President

Chris Basile - Seawitch Inc.

"I have had the pleasure of working with Kate & her crew for a few years now. I started my business (s) over 40 years ago. In that period of time I have had multiple bookkeepers, accountants and CPAs. I would trade them all for Kate. Approachable, professional, independent, dedicated, loyal, focused and trustworthy. I look forward to working with her and her dedicated staff for many more years to come."

Our Customers

Partnering with some of the best small businesses in New England.

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