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Stay on top of your finances with daily bookkeeping, monthly reconciliations, and detailed financial reports. We ensure your accounts are accurate, organized, and ready for tax season—giving you the clarity to grow with confidence.
Daily Bookkeeping: We handle your day-to-day transactions, ensuring that your records are always up-to-date and accurate.
Monthly Reconciliations: Our team verifies your accounts against bank statements to ensure everything is balanced and error-free.
Budget Planning & Forecasting: We create realistic budgets and forecasts to help you make informed financial decisions.
Tax Preparation & Filing: Polaris ensures that your business stays compliant and tax-season ready with zero stress.
Payroll Management: We process payroll accurately and on time, taking care of deductions, filings, and compliance.
Financial Reporting: From profit and loss statements to cash flow reports, we provide insights to help you understand and grow your business.
Accounts Payable & Receivable: We manage invoices and payments, ensuring smooth cash flow and timely transactions.
Expense Analysis: We identify opportunities to reduce costs and improve your bottom line.
A self-described data nerd, Kaitlen loves solving problems with spreadsheets, analytical thinking, and creative strategies. With years of experience supporting arts nonprofits and leading operational improvements, she excels at turning chaos into order.
Victoria combines a creative background with deep expertise in nonprofit operations. With a knack for building effective systems and a talent for making finances approachable, she empowers small businesses to feel confident in their growth.