Services

Full-Service Bookkeeping

Transaction categorization, bank/credit card reconciliation, and reporting. We manage the books every month so your financials are accurate, current, and ready when you need them.

Catch-Up Bookkeeping

Your books are behind. Maybe a few months, maybe a few years. We go through the backlog, reconcile every account, categorize every transaction, and get you current so you actually know where your business stands.

Bill Payment

Managing accounts payable so bills get paid on time with tracking, scheduling, and recording. Every vendor payment is documented and your cash flow stays predictable.

Invoicing

We handle your accounts receivable so invoices go out on time, payments get tracked, and nothing slips through the cracks.

Payroll System Setup & Training

One-time payroll system configuration with hands-on training to run it independently. We build the system correctly and teach you how to use it so you can process payroll on your own with confidence.

Full-Service Payroll

We run payroll every pay period, handle tax deposits, file quarterly returns, and prepare year-end W-2s so you never have to think about it.

1099 Preparation

Preparing and filing 1099 forms for your contractors and vendors so you meet IRS deadlines and avoid penalties.

QuickBooks Online Setup & Training

Get QuickBooks Online configured correctly from the start and learn how to use it properly so your books stay organized as your business grows.

Sales Tax Management

Sales tax involves changing rates, multiple jurisdictions, and strict filing deadlines. We handle the calculations, filings, and payments so nothing slips through.

External Controller

Oversight and reporting as a second set of eyes working alongside your in-house accounting team to ensure accuracy and accountability.

Budgeting & Cash Flow Forecasting

We build budgets and cash flow projections so you can plan for expenses, spot shortfalls early, and make business decisions with real numbers behind them.

Financial Strategy

We analyze your financial data to help you make informed decisions about growth, profitability, pricing, and where to allocate resources. Strategy grounded in real numbers, not gut feelings.

Fractional CFO

Part-time CFO-level financial leadership for your business. We handle cash flow forecasting, financial analysis, and strategic planning so you can make decisions with confidence instead of gut instinct.

Inventory Accounting

Tracking materials, supplies, and inventory items with proper counts and valuations. We maintain accurate records so your cost of goods sold and balance sheet reflect what is actually on hand.

Tax Advisory

Proactive tax planning to minimize liability through entity structure, timing, deductions, and retirement strategies.

Business Tax Returns

Annual federal and state business tax return preparation with all required schedules. We handle the filing so it's accurate, complete, and submitted on time.

Personal Tax Returns

Individual federal and state tax return preparation including all income sources, deductions, and credits.