How it works
We organize your books and give you reports you can read. You use them for decisions and for your taxes.
Stop sorting receipts yourself.
- We sort your receipts and bank statements.
- Every expense lands in the right place.
- You get your evenings back.
Front Range BankBusiness checking ⋅⋅⋅⋅ 8820Aug 21 to Sep 3DateDescriptionTypeAmountBalanceAug 19Deposit · Miller jobDeposit$4,200.00$13,930.58Aug 21Hardware storeCard−$279.50$13,651.08Aug 23Card purchaseCard−$96.22$13,554.86?Aug 26Supplier paymentTransfer−$1,910.00$11,644.86Aug 29DepositDeposit$2,650.00$14,294.86?Sep 1PayrollTransfer−$3,140.00$11,154.86Closing balance$11,154.862 lines nobody can explain yetHardware storeAug 21Lumber, 2×4$248.10Fasteners$31.40Total$279.50Visa ⋅⋅⋅⋅ 4417 · ApprovedFuel stopAug 23Diesel, 28.4 gal$96.22Total$96.22Company card · Pump 4SupplierAug 26Invoice 4471$1,910.00Total$1,910.00Paid by transferWe read what you already keep.Receipts and card statementsInvoices you have sentThe spreadsheet you keepPayroll recordsLast year’s returnClean books that free up money to grow.
- Clean books show where money is being wasted.
- See what you can afford to put into marketing.
- More money for the things that grow your business.
Search transactionsBooks · BankingBank feed connectedYour BusinessLone TreeBankingSalesExpensesPayrollReportsTaxesMoney in$6,850.00Money out$5,425.72In the bank$11,154.86For review0All matchedDateDescriptionCategoryMatched toAmountAug 19Deposit · Miller jobIncomeInv 118$4,200.00MatchedAug 21Hardware storeMaterialsRule−$279.50MatchedAug 23Fuel stopVehicleRule−$96.22MatchedAug 26SupplierMaterialsInv 4471−$1,910.00MatchedSep 1PayrollWagesPayroll−$3,140.00MatchedRule saved. Hardware store goes to Materials, on the last 14 and every one after.Reconciled through Sep 1What clean books give you.Every transaction in the right placeSee what you can spendMore for marketing and growthA report on your finances every month.
- What came in, what went out and what is left.
- What to set aside for taxes.
- The same clear report every month, so you always know where you stand.
Profit and lossMarch$50k$25k$0$42,180MayJunJulAugMoney inMoney outRevenue6.2%$42,180Cost of sales9.1%−$18,460Gross profit56.2% margin$23,720Operating expenses2.4%−$14,905Net profit, March$8,815+17% on the month beforeIn the bank$11,155Owed to you$3,880Set aside for tax$2,200What it tells you.Materials rose faster than revenue on the bigger jobs.Two invoices are unpaid, one of them past 30 days.Set $2,200 aside before the next tax payment.Never worry about taxes again.
- We prepare and file your taxes for you.
- Filed on time, every year.
- Money set aside all year, so the bill is never a surprise.
Your 2025 filing packetGross receipts$486,240Costs and deductions$386,685Net profit$99,555Books closed for the yearReports reviewed with youDocuments gathered and checkedDeductions walked through line by lineReturn prepared and reviewedYour approvalFinal reviewConfirmation sent to youFiledDates we work back from.Jan 311099s and W-2s outNextMar 15S corp and partnership returnsNextApr 15Individual returns, Q1 estimateNext
What’s included.
Talk to us about your books →- For review 0Categorized 214All caught up. Every September transaction is categorized.Sep 30LUMBER YARD 0412Materials871.62Sep 29TILE AND STONE SUPPLYMaterials286.40Sep 28CITY OF LONE TREE PERMITSPermits145.00
Stop sorting receipts yourself.
Books that are always up to date.
- Bookkeeping support
- Small business accounting
- Financial reporting
- Accounting needs review
- Review transferCancel$2,600.00FromBusiness Checking ••4821ToMarketing Savings ••2290RepeatsMonthly on the 1stSchedule transfer
Clean books that free up money to grow.
Know what you can spend on marketing and growth.
- Clean monthly books
- Spending review
- Money set aside for growth
- E-file statusYour Business · Tax year 2025Federal returnForm 1120-SAcceptedMar 9, 2026Colorado returnForm 106AcceptedMar 9, 2026Nothing more is needed from you.
Never worry about taxes again.
Your return prepared and filed, with no surprises.
- Tax preparation
- Tax filing support
- Accounting records coordination
Does this sound familiar?
- SundayOctober 185 PM6 PM7 PM8 PM9 PM10 PMCatch up on the books6:00 to 10:00 PMRepeats every Sunday
Keeping up with the books takes too much time.
Where we’d start: we take over your books.
- Spring ad campaignProposal for Your Business · 6 monthsSearch ads, Lone Tree and Highlands Ranch$1,100Social ads and boosted posts$400Monthly total$1,500Accepted byNoteOct 16Can we afford this?
You don’t know how much you can afford to spend on growth.
Where we’d start: clean books and a report of what you can spend.
- Tax documents, 2025Bank statements, Jan to DecLast year's return1099s for subcontractorsMileage logReceipts, July to December
You need help getting ready to file taxes.
Where we’d start: last year’s books in order, then your return.
Who handles the accounting work?
We do. We keep your books during the year and prepare and file your taxes, all from our business campus.
Can I come to you just for accounting?
Yes. You can start with accounting only and add other services later if you need them.
What should I bring to the first conversation?
A short outline of your business, the tools you use and the help you need. We will tell you which records to share and how to share them securely. Don’t put tax documents in the general inquiry form.
Books, reports and tax preparation in one place.
Tell us about your business and where your books stand today.