SERVICES

We provide what your business
needs most: peace of mind.

When it comes to keeping your business running smoothly and making sure you’re on top of all the financial details, trust Sunstone. 


Our team offers comprehensive services ranging from bookkeeping for daily needs to strategic advice from a fractional CFO for larger challenges.


To get started, contact us today.

SCHEDULE AN EXPLORATORY CALL

We provide what your business
needs most: peace of mind.

When it comes to keeping your business running smoothly and making sure you’re on top of all the financial details, trust Sunstone. 


Our team offers comprehensive services ranging from bookkeeping for daily needs to strategic advice from a fractional CFO for larger challenges.


To get started, contact us today.

TAKE OUR QUIZ TO FIND OUT WHICH SERVICES BEST FIT YOUR NEEDS

New Business Set-Ups

If you’re starting a new business, Sunstone can help. We specialize in creating the most efficient and accurate accounting systems for new businesses. We will get you started in the right direction and set up for success! From bookkeeping flow and processes, including application integrations, to data migrations and clean-ups, we can help.

Full-Service Bookkeeping and Accounting

We provide comprehensive services for business owners who don’t have time to record and analyze their financial data—or who just want peace of mind. We’ll take care of all your routine tasks, including income and expense categorization, monthly bank reconciliations, bill payments, customer invoicing, payroll, and basic financial statements and custom reports. We can also accommodate other custom routine bookkeeping tasks that your company may need.

Payroll Service

We’ll process your periodic payrolls and take care of all your payroll requirements—without you having to worry about a thing. (And yes, we’ll make sure you meet your state and federal payroll tax filing requirements, no matter where you are in the country.) Our payroll service is integrated directly with your QuickBooks file, saving time on data entry, ensuring complete accuracy, and allowing direct access to employee records whenever needed.

Controller Service

If you already have a bookkeeper or accounting department but need to strengthen your processes, our controller service can provide you with invaluable support and oversight. We can help institute a monthly closing list that pulls information together on a timely basis and mitigates risk through internal controls. An outside eye can find critical errors that could cost your company thousands or even millions of dollars.

Strategic Advisory Services

Experience all the benefits of a CFO without having to hire one full-time. Sunstone can help you accomplish specific goals or improve your overall decisions about your business going forward. Board meetings, cash flow analysis, budgeting, and planning, M&A, raising capital, benchmarking and forecasting, and more—we can help you with it all.

QuickBooks Training & Support

Do you want to get “hands-on” and do your bookkeeping until the business gets too busy for you? Sunstone’s Anne Sailer is a QuickBooks Certified ProAdvisor who can help you learn the basic ins and outs of QuickBooks so you can manage your business in the simplest way possible. Train one-on-one or with your entire team and put QuickBooks to work for you. (Ask about a discount on your QuickBooks subscription.)

Click here to schedule a training!

How We Work

Send us a message, and we'll send you the complete list of the services we offer. We can help determine which ones are good for your company by helping identify your needs.

Next, we will meet a few times to establish the processes and systems that your company needs. We want this partnership to be successful from day one!

Once we add your company to our workflow, you can sit back while we deliver everything we promised and more. 

Your QuickBooks ProAdvisors

At Sunstone, we know that QuickBooks can be overwhelming for new business owners. That’s why our team of experts has been trained—and has been recognized by QuickBooks—to help you get the most out of your software. And when we host your Quickbooks file, you’ll enjoy our wholesale discount for the life of your subscription!


Contact us to get started with QuickBooks today.

Put Sunstone to Work for You

Whatever the reason you need bookkeeping, accounting, or strategic advisory services, contact us to schedule an introductory call.

TAKE OUR QUIZ TO FIND OUT WHICH SERVICES BEST FIT YOUR NEEDS
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