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Our financial back-office solutions give you more time to grow your business.


We work with start-ups, businesses in growth mode, and small businesses (under 10M) who recognize the value of being supported by an experienced financial team.  Using expert, real-time bookkeeping and financial reporting  we’ll help you track your business’ progress and make the informed decisions that will ensure it keeps humming along.  We will also work  with your CPA and legal advisor to ensure your books and financials are as compliant as possible.

Our services include:

    • Full service bookkeeping for businesses who want a professional and economical off-site alternative.
        • Streamlined, paperless and efficient systems for tracking and storing financial data.
        • Set-up of accounting software, POS, time tracking, inventory and customer management using both desktop and cloud based applications.
        • Payroll management.
        • Budgeting and cash flow forecasting.
        • Fixed asset management and tracking.
        • Filing sales tax prepayments and quarterly/annual BOE returns.
      And if you’re ready to maximize your financial success though empowering your performance as a business owner and leader, our coaching services can help you attain the business growth, profits and success you desire.



Business & Financial Coaching

Paperless Technology

Here are some of the programs we use to help you from anywhere, anytime.


What clients say about working with us

Lauren Powers

Patricia is the friendliest, most accessible tax specialist my husband and I have ever worked with.  She completed our returns, both corporate and personal, quickly and was diligent in finding us ways to save.  Patricia has already offered us some great advice on tax planning for next year–all for a very reasonable fee!  Doesn’t get much better than that.

Lauren PowersExecutive Coach
Chris Rush

I’m so glad we hired Patricia to do our family’s taxes. She is thorough, knowledgeable, and incredibly personable. I felt like she was really on our side, finding lots of deductions we might have missed and making an accurate, timely filing. I’m looking forward to working with her again.

Chris RushRush Engineering