Our Services

River with boats at docks, kayakers, and tree lined shore path

Our Approach

Our steadfast dedication to transparent communication, straightforward explanations, and consistent professionalism makes working with us unique.

We aren’t here to overwhelm you with accounting jargon. Instead, we aim to provide an understandable approach that is rooted in the goals of your business. Our strength lies in our precision at the micro-level, harmonizing the meticulous details with the broad strategic objectives on the path to success.

We partner with clients nationwide and are proficient with leading software platforms such as Quickbooks Online, Xero, and Freshbooks.

Heather Moreland, founder of Lakesite, sitting at table with computer smiling

HOW WE HELP YOU

Solo-Entrepreneurs

  • Analyze the transition from hobby to profitable business

  • Coach you through the path of early growth

  • Establish guidelines for income & expense tracking

  • Estimate quarterly self-employment taxes

Small Business With Employees

  • Separate multiple streams of income for reporting

  • Record daily business activity in accounting software

  • Evaluate profitability by income stream

  • Prepare monthly financial reporting & consultation

Enterprises

  • Oversee the team that records your income and expenses

  • Create & post monthly journal entries

  • Serve as the liaison between business owners & CPAs

  • Design custom solutions based on your business needs

Additional Services

  • Bank & credit card reconciliations

  • Chart of Accounts design & maintenance

  • Monthly or Quarterly financial statement reporting & consultation

  • Personal budget coaching

Interested in Working Together?