“the question with wealth is, what do you do with it?”

John D. Rockefeller

Classic Packages

  • The Bricklayer

    Commercial Service

    Lay the foundation for financial success with daily transaction entries, accounts payable and receivable, monthly reconciliations & more.

    Starting at $250/mo

  • The Porter

    Personal Service

    Let us do the heavy lifting. We can help you navigate online banking & organize home finances. No tipping necessary!

    Starting at $130/mo

  • The Magnate

    Available in Commercial or Personal Service

    Don’t let your money master you, we’ll build a budget that allows you to meet your goals & be the master over your money.

    Pricing Will Vary

à la carte services

Build the perfect package for your home or business with additional services at custom rates.

  • We clear away clutter by scanning documents onto the computer for easy access and reducing paper files you no longer need.

  • We handle hourly, salary, full-time, part-time, & seasonal employees. Weekly or monthly service available. - Currently unavailable, please check back soon.

  • Personalized monthly or quarterly Zoom meetings to advise on financial goals and overall health of books.

    • Quarterly tax filings for payroll

    • Annual payroll reporting

    • W-2 & 1099 e-filing

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