Additional Services

Sometimes you just need a little extra help to keep your books—and your peace of mind—in order.

We offer a range of add-on services designed to simplify your financial management and free up your time to focus on what matters most.

Add-On Services

  • Cleanup & Catch-Up Bookkeeping
    Behind on your books? We’ll help you get caught up and back on track.

  • Budgeting & Forecasting
    Plan ahead with data-driven insights into your financial future.

  • QuickBooks Setup & Training
    Get up and running confidently with customized setup and expert training

  • 1099 Filing
    Ensure your contractors are paid—and reported—correctly.

  • Personal Property Tax Declaration
    Timely and accurate filing of Town Assessor’s required forms

  • Sales Tax Filing
    Stay compliant and stress-free with accurate filings and timely payments.

  • Payroll Processing
    Accurate and on-time payroll management for you and your team.

  • Invoicing & Bill Pay
    Streamlined billing and payment workflows to keep cash flow smooth.