We handle the numbers so you can focus on your business.

• Monthly bank/credit card reconciliations
• Clean-up & categorization of transactions
• Monthly financial statements (P&L, Balance Sheet)
• Quarterly check-ins and simple KPI snapshots

Scope is tailored to your tools and volume.

Fast, affordable filing for straightforward returns — backed by CPA oversight.

• W-2 employees (single or joint)
• Standard itemized deductions
• E-file with confirmation
• Clear upfront pricing

Have something more complex? We’ll point you to the right solution.

Interactive Excel dashboards built around your data.

• Clean, branded charts and KPI tiles
• Filters by date, customer, product, etc.
• Monthly/weekly snapshots and trend views
• One-click PDF report packs for stakeholders

Deliverables include the workbook and short loom walkthrough.

Keep reports current without manual exports.

• Power Query connections to QuickBooks exports/CSV
• Read-only SQL connections for performance data
• Auto-refresh schedules via Task Scheduler/Power Automate
• Versioned output folders in OneDrive/SharePoint

We can start with exports and level-up to API later.

When Excel isn’t enough, we build small, reliable automations.

• Move/transform data between systems on a schedule
• Combine files, clean data, standardize formats
• Trigger notifications when thresholds are hit
• Create CSV/Excel deliverables for teams and clients

Built to be simple to run and easy to hand off.