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.
ACCOUNTING/FULL-CHARGE BOOKKEEPING
Accounting services offered are 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, and inventory/sales tax tracking and reporting.
FEDERAL/STATE COMPLIANCE
Compliance services offered are 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), managing insurance policy renewals and updates, compliance calendar setup to track due dates and obligations, and EIN (Employer Identification Number) application support.
OTHER ADMINISTRATIVE SERVICES
Administrative services offered are strategic planning and financial analysis, Standard Operating Procedure (SOP) development, staff training for duties applicable to business operations, project management and delegation, digital file system setup and organization, inbox, calendar, and scheduling support, general business process implementation and cleanup, risk management assessments and mitigation tracking, website updates and maintenance, document template creation (contracts, NDAs, policies), and board meeting coordination and preparation of annual minutes.
PAYROLL, HR & BENEFITS ADMINISTRATION
Payroll services offered are 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, and exit processing and final pay coordination.
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