ABOUT US
Lori Ferguson
Bookkeeping and Tax Specialist
With over 15 years of experience with QuickBooks Online and TurboTaxLive
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
AI interpreter
Sarah's user-centered approach creates intuitive and engaging experiences .
TRY US
*Pricing may vary based on required software solutions;
Ideal for small businesses or freelancers needing essential financial insights.
- Monthly financial reports
- Bank and credit card reconciliation
- 2 bank/credit card accounts
- 100 transactions per month
- Human Verified Monthly
*Pricing may vary based on required software solutions;
Our most popular plan for growing businesses requiring additional staff
- All Basic features plus payroll management
- Payroll up to 5 employees
- Payroll tax filings
- 5 bank/credit cards
- 200 transactions per month
- Payroll tax filings
- Human Verified Bi weekly
*Pricing may vary based on required software solutions;
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
- Human Verified Once a week
*Pricing may vary based on required software solutions;
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
- Human Verified Daily