Our
Story
Get to Know Us
Cassi Hoferer
I began my career in the small business industry, working closely with clients in a trade and barter organization. After the 2008 recession, I shifted paths and entered the 911 dispatching field, where I excelled in a fast-paced, high-pressure environment that demanded accuracy, clarity, and quick decision-making.
Although I advanced to the role of Supervisor, I eventually realized I was ready for a new chapter—one that aligned more closely with my long-term passions and strengths. During this time, I had been providing bookkeeping services for a nonprofit and found myself genuinely enjoying the work.
Today, I’ve returned to my business roots full-time. I draw on everything I’ve learned throughout my career—attention to detail, communication, adaptability, and a deep commitment to service—to help my clients gain clarity, confidence, and greater value from their business finances.
Who We Are
We help small businesses increase their profits by an average of $5-$10K/year, through optimizing their bookkeeping & providing actionable data they can use to grow their business.
*Bookkeeping *Payroll *Cleanup records
We create an individual plan for each client, to make certain you are getting the clearest information to help you make decisions for your business.
Services
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1099 filing
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Accounting
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Book cleanup
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Bookkeeping
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Cost accounting
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Financial reporting
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Inventory services
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Payroll
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QuickBooks Payroll







Our Services

1
Consultation
Lets discuss how we can obtain the most data from your books, so you can make the best decisions for your business!
2
Monthly Bookkeeping
Keep your records up-to-date with our Monthly Bookkeeping.
Recoding Transactions, Reconciling Accounts, Manage Accounts Receivable & Accounts Payable, Payroll Recording, Reviews and provide Financial Reports
3
Clean-Up
One time clean up on your accounts.
Catching Up Missing Transactions, Fixing Errors, Organizing Accounts, Reconciling accounts up to date and set your system for the future.
SERVICES
- Depends on Size
- Depends on Size
LATEST INSIGHTS
WHAT OUR CLIENTS SAY
Our clients love us for our dedication.










