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Sleep Better Knowing Your Books Are Done Right
We handle your bookkeeping so you always know where your business stands and never stress about tax season again.
Why Choose Us
Have Reliable Records
We manage your books and prepare clean financial statements. When tax time comes, everything is organized and ready.
- Categorize your transactions
- Reconcile your accounts
- Prepare financial statements
Save Time and Money
Clients who switch from DIY bookkeeping are amazed by the difference. They get their time back and finally understand their numbers.
- No more rush catch-up sessions
- Spot mistakes before they cost you
- Find all your deductions
Made for Your Business
From individuals to 20-person teams, we help businesses that want their books done right. If you're too busy to do it yourself, we should talk.
- Get numbers you can trust
- Move beyond basic bookkeeping
- Scale without the headaches
Professional bookkeeping that gives you accurate numbers and peace of mind, so you can focus on growing your business.
Our Services
Every business needs reliable bookkeeping, but not every business needs the same thing. Some just want their monthly books done right. Others need help tax help, or want to get years of records organized. That's why we offer flexible services that match what your business actually needs.
Whether you're starting fresh or switching from another bookkeeper, we make the process simple. We learn your business, set up efficient systems, and keep everything organized. You get clear financial insights without the hassle of managing the books yourself.
Monthly Bookkeeping
Get a dedicated bookkeeper who handles everything: transaction categorization, reconciliation, and monthly financial statements. We keep your books accurate and up-to-date while you focus on your business.
Clean-Up & Catch-Up
Behind on your books? We'll sort through past transactions, reconcile accounts, and get everything organized. Then we'll set up systems to keep your finances on track moving forward.
Tax Preparation
Get your taxes done right. We prepare both business and personal returns, find every deduction you qualify for, and explain everything in clear, simple terms.
IRS Representation
When you need to deal with the IRS, don't go it alone. We provide professional representation for audits, notices, and tax resolution. Get experienced, Enrolled Agent help protecting your interests.
Tax Planning & Strategy
Don't wait until tax time to think about savings. We help you plan ahead throughout the year, identifying opportunities to reduce your tax burden and keep more money in your business.
Advisory Services
Get the financial insights you need to grow. We help with budgeting and performance analysis, giving you clear metrics to make better business decisions.
Virtual CFO Services
Take your business to the next level with strategic financial guidance. We help optimize your processes, develop KPIs, and create strategies for sustainable growth and improved profitability.
QuickBooks Setup & Support
Get your QuickBooks working for your business. We set up your accounts, customize your reporting, and train your team to use the system effectively.
Our Clients
Every industry has its own challenges when it comes to bookkeeping. Here's how we help different types of businesses stay organized and profitable.
Small Businesses & Startups
Whether you're just getting started or looking to grow, you need clear financial insights. We handle the books so you can focus on building your business.
Restaurants & Retail
High transaction volumes and inventory management make bookkeeping challenging. We organize daily sales and expenses, track inventory costs, and help you monitor your margins.
Real Estate
Property managers and investors need clear records for each property and unit. We track income and expenses by property, helping you understand which investments are performing best.
Construction & Contractors
Tracking job costs, managing subcontractor payments, and handling progress billings can be overwhelming. We set up systems to track each project's profitability and keep your cash flow healthy.
Insurance Agencies
Managing commissions from multiple carriers while tracking expenses across different lines of business can be complex. We help you track revenue streams, manage agent payments, and keep your agency's finances organized.
Digital Marketing & SEO
Marketing agencies need to track client retainers, project costs, and vendor relationships. We handle your books and monitor campaign profitability so you can focus on growing your clients' businesses.
Medical & Dental
Managing insurance payments and patient billing is complex enough without worrying about bookkeeping. We keep your practice's finances organized and help you track key metrics for your business.
Professional Services
From architects to consulting firms, service-based businesses need clear tracking of billable hours and client relationships. We help you manage contractor payments, track revenues, and maintain profitability.
Simple Monthly Pricing
No surprises or hidden fees. We look at your business needs and provide a clear monthly price that covers everything. Our pricing is based on your transaction volume and the services you need.
- Simple flat monthly rate
- All core bookkeeping services included
- QuickBooks Online setup
- No extra charge for monthly meetings
- Cancel anytime, no lock-in contracts
Starting at $400 per month
Flat monthly rate based on your business needs.
About Us
I'm Eric Jensen, a CPA with over 20 years of experience in accounting and finance, I've helped businesses of all types succeed through better financial management. After earning degrees from Westminster College and the University of Utah, I built my career working with small businesses and their owners.
My experience as both a CFO and Controller taught me that businesses need more than just numbers—they need practical insights and guidance. During my time as CFO of an internet marketing company, I helped navigate complex business decisions that drove real growth.
As a former director of finance for a non-profit and having worked extensively in tax, accounting, and auditing, I bring a broad perspective to helping businesses succeed.
I believe financial guidance should be both expert and practical. That means translating complex financial data into clear insights you can use to make better business decisions.
My approach combines technical expertise with real-world business experience. Whether you need help with bookkeeping, tax planning, or financial strategy, you get solutions based on what actually works for businesses like yours.
Most importantly, I'm committed to being a trusted advisor for your business. Since 2007, I've focused on helping small business owners understand their finances and achieve their goals. Your success is what drives me.
Frequently Asked Questions
Does it matter where my business is located?
We work remotely with businesses all across the United States, handling everything through secure online platforms. Our virtual bookkeeping service means you get expert financial support no matter where you're based. Plus, our experience with diverse industries means we can provide valuable insights specific to your market.
What happens during the discovery call?
During our initial consultation, we'll learn about your business and current bookkeeping setup. We'll discuss your challenges, answer your questions, and outline how we can assist you. If we're a good fit, we'll provide clear pricing and the next steps.
What's the process to get started?
Once you decide to move forward, we'll schedule an onboarding call to gather account access and key information. We then review your books, address any issues, and set up your systems properly. Our services range from full-charge bookkeeping to tax filing—customize your bookkeeping to only pay for what you need, when you need it.
What does the ongoing service look like?
All of our work is remote, and we're flexible to meet your needs. We can provide reports and hold meetings whenever you need us. Our goal is to make bookkeeping stress-free so you can focus on your business.
How often do I need to meet with you?
That's up to you! All of our work is remote, and we can communicate via phone calls, virtual meetings, or email. Scheduling and location are never an issue. Reports and meetings can be arranged weekly, monthly, quarterly, or just when you need us.
Ready for Better Bookkeeping?
Let's talk about getting your books in order. Schedule a quick call to learn how we can help your business, with no obligation.
- Get clear financial insights
- Save time every month
- Know your business is on track