ABOUT US

Lori Ferguson
Bookkeeping and Tax Specialist
With over 15 years of experience with QuickBooks Online and TurboTax
Michael Scoggins
Tax Specialist
Michael is our Intuit tax software resident genius

Rebecca Ferguson
Office Manager
Rebecca ensures seamless project delivery through excellent communication.
Sarah Chen
UX Designer
Sarah's user-centered approach creates intuitive and engaging experiences .
WHY US
TRY US
Ideal for small businesses or freelancers needing essential financial insights.
- Comprehensive expense tracking
- Monthly financial reports
- Bank and credit card reconciliation
- 2 bank/credit card accounts
- 100 transactions per month
Our most popular plan for growing businesses requiring additional staff
- All Basic features plus payroll management for small teams
- Payroll up to 5 employees
- Payroll tax filings
- 5 bank/credit cards
- 200 transactions per month
- Payroll tax filings
Custom solutions designed for service based businesses without Inventory tracking needs
- All Basic+Payroll features plus
- Accts Receivable
- Accts Payable
- Quarterly Estimated tax filings
- 300 transactions per month
Designed for product sales businesses with Inventory Tracking, advanced reporting and tax planning
- All Pro services plus:
- Inventory Tracking
- Cost of Goods sold
- Unlimited Transactions
- API Integrations
- Cash Flow Forecasting
- Monthly estimated tax filings