Better Books Mean Bigger Profits

Our laser focus on your business health allows you to focus on what you do best.

Are you spending too much time worrying about cash flow, receivables, payables and payroll?

Do you really know that your books are accurate, well-organized, and up-to-date?

Do you have the confidence and the right information to make smart financial decisions?

  • Experience You Can Count On

    We don’t juggle your books. Our comprehensive and swift service comes with the highest level of expertise. With over 30 years of industry experience and a 98% client retention rate, you can rest assured you’re in good hands. That’s why you want to work with The Pro.

Lisa has been my accountant for a number of years now. She is reliable and always is there when I have any questions. Every new year while going to Lisa to prepare my tax paperwork it is highly apparent that she keeps up to date with all new information in the field. I have full trust and know that she will do my taxes right and I will never worry about Uncle Sam knocking on my door for any mistakes. Thank you so much, Lisa for doing such a great job every year! I really enjoy having you as my accountant... Your knowledge, reliability, and personality could never be matched by anyone else. I am so happy to have found you and know that I am secure with you forever. I trust my business in your hands. Thank you! So much!"

Fawn - Business Owner

  • A Powerful Suite of Services

    To help you do what you do best, here is what we do best.

  • Fractional CFO

    We serve as your part-time or interim chief financial officer, being there to guide you to make better financial decisions.

  • Comprehensive Bookkeeping Service

    We work with you as often as is needed to ensure your books are accurate and up-to-date. This includes data entry, reconciliation, reporting, filing sales tax and filing personal property tax. We also fill contracts for pending jobs, invoice for completed work, and issue payments for receivables.

  • Monthly Review & Filing

    Perfect for businesses that have an in-house bookkeeper, but need a tax professional to ensure entries are accurate and sales taxes are filed on time.

  • Quarterly Review & Filing

    Ideal for clients who perform most bookkeeping functions themselves, but need a competent professional to review the books and file quarterly returns.

  • Payroll Facilitation

    From adding employees and running reports to logging employee hours and full payroll processing, we help ensure your team is paid properly and on time each and every pay period. We also help you keep track of paid time off, vacations and employee benefits.

Whatever You Use We’ve got you Covered
We also work with industry-specific business management software or anything you use to keep track of your business finances.

Thanks again SO much for taking your Sunday to meet with us! I can't tell you how much we appreciate it, and how grateful we are that we found you. You could have very easily made us feel very small going over everything, but instead, you took the time to explain it until it made sense. And we are just so thankful for it. So please don't ever doubt that this work that you're doing is making a difference in the lives of your clients."

Justin and Mary - Justin Marantz Photography, LLC

  • Responsive & Flexible

    How do you like to work? We’re responsive and flexible and happy to work with you however you feel most comfortable. We’ll come to your place or you can come to ours. We can also serve you remotely no matter where you are in the world.

  • In-house visits
  • On-site visits
  • Coffee or cocktail visits
  • Total remote management

We’d like to help you realize bigger profits. Let’s start by ensuring you have better books. Call us today for a free, no-pressure consultation.