Business Details
11 Years
experience
Trusted Accounting and Business Advisory Services
Since 2015, we have dedicated ourselves to empowering service-oriented business owners by transforming complex financial data into actionable insights. Our expertise spans accounting for diverse industries including Airbnb, attorney firms, construction, dentists, medical offices, and VRBO, with a focus on monthly business profitability accounting while collaborating with CPAs for tax matters. We leverage advanced SaaS tools like QuickBooks and Office 365 to streamline financial processes, enhance cybersecurity, and provide cloud hosting solutions.Our team combines formal accounting education with practical experience to deliver tailored strategies that improve financial positioning and support sustainable growth. With a commitment to transparency and client education, we help businesses avoid costly bookkeeping errors and optimize their financial operations. Our proven methodologies and dedication to continuous improvement have earned the trust of clients who value our ability to uncover financial insights and simplify complex accounting challenges.
Services
Accounting & Bookkeeping
Business Profitability Advisory
Software as a Service
Financial Statements
Bank Reconciliation
Sales Tax Reporting
Cyber Defense
Cloud Hosting
Employee Background Checks
Automated Backups
Details
- Year established: 2015
Highlights and features
- We have over 8 years of experience serving service-oriented businesses since 2015
- Specialize in accounting for niche industries including Airbnb, VRBO, and medical offices
- Focus exclusively on business profitability accounting while collaborating with CPAs for tax matters
- Offer SaaS discounts on Intuit products and cloud hosting solutions
- Combine formal accounting education with practical experience to deliver tailored strategies
Associations and certifications
- QuickBooks ProAdvisor
What people say
Incredible work and fairly priced
Trustworthy and efficient
Highly recommend Nancy
Organized and gets right to the point
Best business decision you can make
Services
Accounting & Bookkeeping
We provide comprehensive accounting and bookkeeping services that ensure accurate financial records for informed decision-making. Our team maintains customer accounts receivable, processes payments, and prepares monthly financial reports while implementing best practices to avoid tax liabilities. By reconciling accounts and maintaining general ledgers, we help businesses maintain clear financial visibility and compliance.
Business Profitability Advisory
Our advisory services analyze financial statements to uncover insights that drive business growth. We examine balance sheets and profit/loss statements to identify trends, optimize cash flow, and improve financial positioning. Through industry analysis and key performance indicators, we help business owners understand their financial story and make data-driven decisions to enhance profitability and long-term success.
Software as a Service
We offer discounted Intuit products and cloud hosting solutions to streamline business operations. Our SaaS offerings include QuickBooks software licenses, Office 365 integration, and secure data backup systems. These technology solutions reduce IT costs by 15% while enhancing cybersecurity through data encryption and automated ransomware protection, ensuring businesses maintain efficient and secure financial operations.
Sales Tax Reporting
Our team manages sales and use tax reporting for multi-state operations, ensuring compliance with state regulations. We set up job-specific tax codes, file electronic reports, and process payments to eliminate manual check submissions. This service saves businesses time and money while maintaining accurate tax records that integrate seamlessly with general ledger accounting systems.
Cyber Defense
We implement comprehensive cyber defense strategies to protect business assets and customer data. Our security solutions include data encryption to reduce website liability, automated backup systems for ransomware recovery, and employee background checks to ensure secure hiring practices. These measures create multiple defense layers that safeguard sensitive financial information and maintain business continuity.
People
Nancy
Founder & Owner
Nancy combines formal accounting education with practical experience to help businesses optimize financial operations. With expertise in QuickBooks and SaaS solutions, she specializes in transforming complex financial data into actionable insights for service-oriented businesses. Her approach focuses on client education and tailored strategies that improve profitability.
Questions
What accounting services do you offer for small businesses?
We provide comprehensive accounting and bookkeeping services including financial statements, bank reconciliation, sales tax reporting, and month-end closing processes tailored to service-oriented businesses.
How do you differ from traditional CPAs?
We focus exclusively on business profitability accounting and financial analysis, while collaborating with CPAs for tax matters. This specialization allows us to provide more targeted financial insights and operational support.
What SaaS solutions do you provide?
We offer discounted Intuit products, Office 365 licenses, cloud hosting solutions, automated backups, and cybersecurity protections to enhance business efficiency and data security.
Do you work with businesses outside Lake Winnebago, MO?
While based in Lake Winnebago, we serve clients nationwide through remote services, supporting industries like Airbnb, VRBO, medical offices, and construction businesses.
What are your business hours?
Our office operates Monday-Friday 8:00AM-5:00PM CST, with after-hours support available through our automated systems and secure online portal.
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