Answers before you ask

We work with small and mid-sized businesses across Idaho's Treasure Valley — from early-stage startups to established companies doing several million in revenue. If you need accurate books, tax-ready financials, or senior financial guidance without a full-time hire, we're built for you.

Yes. We're based in the Boise metro area and serve Boise, Nampa, Meridian, Caldwell, Eagle, Star, Kuna, Middleton, Mountain Home, Parma, Wilder, and Garden City. Being local means we understand the regional banking, lending, and business landscape our clients operate in.

Both. Most bookkeeping and accounting work happens securely in the cloud, so you get the same quality whether you're down the street or across the valley. We're happy to meet in person when it helps, and we always offer a free initial consultation.

Yes — we're a QuickBooks Certified ProAdvisor with deep expertise in QuickBooks Online, tax-ready bookkeeping, compliance, banking relationships, and credit qualifying.

Bookkeeping is the day-to-day recording and reconciling of transactions that keeps your books accurate. Accounting builds on that with financial statements, reporting, and analysis you can actually make decisions from. We do both — and make sure they connect.

Absolutely — cleanup and catch-up work is one of the most common ways clients start with us. We'll reconcile your accounts, correct miscategorized transactions, and get you back to clean, tax-ready books. Our free QuickBooks Cleanup Checklist is a good place to see what's involved.

Yes. As a QuickBooks Certified ProAdvisor, QuickBooks Online is our primary platform. We can set up a new file, clean up an existing one, or take over ongoing bookkeeping — and we'll make sure it's structured to give you reporting that's genuinely useful.

For most clients we close the books monthly, so you have reliable financials within days of month-end. Higher-volume businesses sometimes need a weekly cadence — we'll match the rhythm to how you run.

We focus on keeping your books tax-ready and partnering closely with your tax preparer so filing is fast and accurate — no scramble in April. If you don't have a preparer, we can point you toward trusted professionals.

Yes. We handle payroll processing so your team is paid accurately and on time, with the right withholdings and filings handled in the background.

It's about keeping your business protected and audit-ready — proper documentation, internal controls, sales-tax and reporting obligations, and risk management. It's especially important as you grow or take on financing.

CFO Advisory is senior financial strategy for a specific goal — a capital raise, an acquisition, expansion, or long-range planning — where we advise and your team executes. A Fractional CFO is a part-time executive embedded in your business who owns the financial function week to week. See our full side-by-side comparison for details.

If you're making big decisions on gut feel, cash flow keeps you up at night, or you're preparing to raise, borrow, or sell, those are classic signs. Our free 2-minute CFO readiness assessment gives you a personalized read.

Yes — it's a specialty. We help structure clean financials lenders trust, prepare loan and credit applications, and strengthen the banking relationships that support growth.

We publish transparent "starting at" pricing for bookkeeping tiers, payroll, QuickBooks setup and cleanup, and our CFO engagements on the pricing page. Final pricing depends on your transaction volume and scope, which we'll confirm after a quick conversation.

Yes. The first consultation is always free and no-pressure. We'll learn about your business, answer your questions, and give you an honest recommendation — even if that's "not yet."

Book a free consultation or send us a message. We'll review where you are, outline what clean, well-run finances look like for your business, and propose a plan that fits.