Behind every great business is great support

Every successful entrepreneur needs a trusted partner handling the behind-the-scenes work. From accounting to operational support, we manage the “business” side of your business, so you can focus on the mission that drives you.

SERVICES

ACCOUNTING/FULL-CHARGE BOOKKEEPING

  • Monthly bookkeeping and transaction categorization
  • Bank and credit card reconciliations
  • Accounts payable and receivable tracking
  • Annual budget preparation and tracking
  • Vendor and contractor onboarding and management
  • Chart of accounts setup and cleanup
  • Financial statements (P&L, balance sheet, cash flow)
  • QuickBooks Online setup, management, and training
  • Year-end preparation for tax filing and CPA collaboration
  • Inventory/Sales tax tracking and reporting
  • Trust account management and compliance oversight
A magnifying glass placed over financial spreadsheets with blue bar graphs, numerical data, and financial figures visible.

FEDERAL/STATE COMPLIANCE

  • Filing of Articles of Incorporation or Organization for LLCs and Corporations
  • Annual report and Secretary of State filing (state-specific compliance)
  • Registered Agent coordination
  • Federal and state business license/permit registration and renewals
  • 1099 contractor tracking and form filing
  • W-9 and vendor documentation management
  • Support with insurance audits (e.g., workers' compensation, general liability)
  • Insurance policy renewals, broker coordination, and application support
  • EIN (Employer Identification Number) registration support
A printed checklist with empty checkboxes and lines for writing, labeled 'Checklist' at the top, placed on a gray surface.

OTHER ADMINISTRATIVE SERVICES

  • Commercial/residential real estate operations and accounting, including lease administration, CAM reconciliations, tenant charge audits, vendor oversight, financial reporting, and compliance
  • Strategic planning and financial analysis
  • Standard Operating Procedure (SOP) development
  • Operations staff training and development
  • Risk management assessments and mitigation
  • Website administration and maintenance
  • Document template creation (contracts, NDAs, policies)
  • Board meeting coordination and preparation of annual minutes
Desk setup with a landline phone, open laptop, reading glasses, and financial charts.

PAYROLL, HR & BENEFITS ADMINISTRATION

  • Hiring projects
  • Payroll setup and processing coordination (Gusto, ADP, QuickBooks Payroll, etc.)
  • Onboarding and payroll setup for California and out-of-state employees
  • Compliance with labor laws and wage/hour requirements
  • Time tracking and PTO system implementation
  • Contractor onboarding and payment tracking
  • Payroll tax filing oversight and coordination with providers
  • Basic HR workflows and employee document management
  • Setup and administration of employee retirement benefits
  • Exit processing and final pay coordination
Person in a business suit handing cash to another person.
CONTACT US

MISSION

To empower small business owners with systems and support that reduce stress, build trust, and allow them to focus on what they love, knowing their back office is handled with care.

VISION

Through personalized, trustworthy, and affordable support, we aim to help small businesses run more smoothly, grow more sustainably, and thrive with confidence—laying the foundation for stronger local economies, healthier work cultures, and more confident entrepreneurs.

VALUES

Clarity

Accuracy

Trustworthiness

Efficiency

Professionalism

Affordability

Empowerment