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From monthly bookkeeping to strategic advisory, we give small business owners the financial clarity and guidance they need to make better decisions, reduce taxes, and actually grow. No cookie-cutter packages. No runaround. Just expert service from a qualified team that knows your business.

Messy books are expensive. They cost you money in overpaid taxes, missed deductions, and bad decisions made without good data. Our monthly bookkeeping service makes sure that never happens to you. Every month, we reconcile your accounts, categorize your transactions, and deliver accurate financial statements — P&L, balance sheet, and cash flow — so you always know where your business stands. And because your books are current all year long, tax season becomes a review, not a rescue mission.
What's included:
Monthly bank and credit card reconciliation
Expense categorization and tracking
Accounts receivable and payable monitoring
Monthly financial statements (P&L, Balance Sheet, Cash Flow)
Dedicated bookkeeper with direct access
QBO-based workflow with 24/7 visibility into your datas
Ready to have clean books every single month? Let's talk.

Most small business owners get financial statements. They don't always know what to do with them. Our advisory services change that. We sit down with you — regularly — to review your financials, discuss what the numbers are telling us, and help you make strategic decisions around cash flow, pricing, hiring, and growth. You get the kind of financial partnership that used to be reserved for companies big enough to afford a full-time CFO. This is where bookkeeping becomes a business advantage, not just a compliance task.
What we help with:
Monthly or quarterly financial review calls
Cash flow analysis and forecasting
Profitability and margin analysis
Business structure and tax strategy guidance
Decision support for pricing, expansion, hiring
Year-round tax planning integrated with your books
Ready to use your financials to actually run your business? Let's talk.

Payroll mistakes are costly — in IRS penalties, in employee trust, and in your time. One error can cascade into hours of corrections, amended filings, and frustrated staff.
Our payroll services take the entire process off your plate. We calculate wages, process payments, file payroll taxes, and maintain records — so your team gets paid right every cycle without you lifting a finger. When payroll is handled by professionals, you stop worrying and start leading.
What's Included
Employee and contractor payroll processing
Payroll tax calculation and filing
Direct deposit setup and management
Recordkeeping and compliance monitoring
Multi-state payroll support

When we're already keeping your books, your tax return is a natural extension of the work we do together all year. We know your numbers. We know your deductions. We know your business.
For our ongoing bookkeeping clients, we offer comprehensive tax preparation for business and individual returns.
Because having your bookkeeper also prepare your taxes isn't just convenient — it's strategically smarter.
Nothing gets lost in translation between your books and your return, and year-round tax planning means fewer surprises in April.
Tax preparation is available for existing BMS bookkeeping clients. If you're looking for bookkeeping and tax services together, we'd love to talk.
Two MBAs. A Master of Accounting. And a track record of actually getting it done.

Hear from a few or our satisfied clients!


Donna and the team are the best! This is our first year selling and they have been so helpful.


Donna is extremely knowledgeable and always quick to respond to any questions we had. Her expertise and promptness made the entire process smooth and stress-free. I highly recommend her!


Thanks for the great work cleaning up the books of business for my clients. Love the attention to detail.


I was on a very short time line to close on my house. I unexpectedly had three days to do my taxes. So that I could close on time.
Donna made it happen.
She squeezed me in and made sure taxes were filed in time.


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801-692-0032