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Our bookkeeping specialists can help you by setting up a recordkeeping system, invoicing customers, paying bills, tracking expenses, payroll and balancing the books. We can also provide coaching on Quickbooks Online so that you can maintain the system yourself.

We are known for our thorough professionalism, whether we are dealing with nonprofit organizations, small businesses or individuals. Most of our clients have been with us for many years, attesting to our quality and commitment to them. We emphasize a personalized approach so that each client, large or small, benefits from regular one-on-one conference calls and continuity of personnel is always maintained.

Our nonprofit client base includes a wide variety of organizations. Clients often seek our assistance with setting up and maintaining budgeting procedures and accounting, bookkeeping, and internal control systems. We are familiar with restricted grant funding as well as fee for service income.  We strongly believe that good financial management has a direct relationship to the quantity and quality of services a nonprofit can provide to its community.


It’s such a relief to know that my materials will be good looking, readable and goof-free, my finances under control and my travel arrangements complete.
– Lisa Marshall, Principal, The Smart Work Company

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Calendar & Scheduling
Having trouble juggling your calendar? Consider handing over your day-to-day scheduling to us. We'll make the calls, manage the reschedules, even send daily confirmations.