Helping small businesses achieve more by focusing and optimizing business owner’s time and energy.

Areas of Focus


Winery Compliance Licensing & Reporting

Shipping wine directly to customers is a complicated process. We help small wineries identify what states to get shipping licenses in, process the license applications, and submit the monthly, quarterly and/or annual reports. This frees up time to focus on your customers and sales opportunities and takes the headache out of the complex web of state shipping laws.


Small Business Bookkeeping

  • Review and accept transactions in Quickbooks Online.

  • Reconcile bank, credit card, and line of credit accounts.

  • Monthly financial reports.

  • End of Year 1099 filings.