ABOUT US

We’re a bookkeeping firm serving local small businesses. We primarily use QuickBooks Online along with other industry tools to keep our work organized and efficient. Our team is friendly, collaborative, and tight-knit — we value accuracy, practicality, and working together to ensure we provide the best service to our clients.

• Be the first point of contact: greet visitors, answer calls, route messages.
• Manage the inbox: sort inquiries, flag priorities, draft simple client replies.
• File + organize: Being the main administrator for our digital filing in Google Drive and paper in filing cabinet
• Client intake support: collect client onboarding information
• Admin: manage CRM software Financial Cents, prepare templates and checklists.
• Mail + supplies: open/sort mail, manage office supplies and courier drop-offs.
• Team support: Provideadmin support for bookkeepers
• Create occasional social media posts