Professional bookkeeping services that save you time, reduce stress, and keep your business on track.
Stress-Free Bookkeeping, Simplified
Founded in 2019 by Sam Heflin, a QuickBooks Certified Pro Advisor, our firm provides expert personal tax services, dependable bookkeeping, and thorough record reviews. With years of hands-on experience and a reputation for accuracy and reliability, Sam helps individuals and small businesses stay organized, compliant, and confident in their financial decisions.
Our Services
Comprehensive Bookkeeping Solutions
Our comprehensive bookkeeping solutions keep your finances accurate, organized, and up to date. From transaction management to monthly reconciliations and clear reports, we handle the details so you can focus on running your business with confidence.
Personal Tax Planning and Filing
Our personal tax planning and filing service ensures your taxes are accurate, timely, and optimized. We handle everything from preparation to filing, helping you stay compliant and confident while maximizing your financial benefits.
Financial Record Review
Our financial record review service checks your books for accuracy and consistency. We identify errors, clean up records, and ensure your finances are organized and reliable, giving you peace of mind and confidence in your numbers.
“Sam has handled all of our accounting services for the past 5 years, including bookkeeping, payroll, and tax filings. We’re extremely pleased with her work and the consistency she brings to our business.”
-James
“I’m a welder, not a numbers guy, and I was overwhelmed when I started my business last year. Sam met with me, showed me exactly what I needed to know, taught me how to use the software, and has continued to keep my small business on track. I couldn’t have done it without her.”
-Elliot
“Samantha has performed internal audits for our office for several years, and we’re always happy to work with her. She is thorough, dependable, and consistently delivers high-quality work!”
-Zona
Your Questions, Answered
How do we get started if our books are behind?
First, we schedule a discovery call to understand the scope of cleanup required. Then we design a catch-up plan that prioritizes critical periods and aligns with regulatory deadlines, keeping you informed at every milestone.
Will our team still have access to real-time data?
Absolutely. We work with QuickBooks and you will retain full, round-the-clock access to dashboards, reports, and source documents while we maintain and reconcile the data behind the scenes.
How is billing handled for ongoing services?
Most engagements are billed monthly through a simple invoice that outlines completed tasks and agreed service levels. This model offers transparency and flexibility, allowing you to adjust the scope as your needs evolve.