Our Services

Full-Service Bookkeeping

Transaction categorization, bank and credit card reconciliation, and monthly reporting. We keep your books accurate, current, and ready for whatever comes next.

Catch-Up Bookkeeping

Cleaning up and bringing current past months or years of bookkeeping. We rebuild the record from source documents and reconcile every account so your books reflect what actually happened.

Bill Payment

Managing accounts payable so bills get paid on time with tracking, scheduling, and recording.

Invoicing

We apply payments and manage your accounts receivable records so you always know who owes you and how much.

Payroll System Setup & Training

We configure your payroll system correctly from the start and walk you through how to run it yourself. Optional monthly support is available if you want a safety net while you get comfortable.

1099 Preparation

Get your 1099 forms prepared and filed correctly for every contractor and vendor, on time and without the headache.

QuickBooks Online Setup & Training

Configuring QuickBooks Online for your business with hands-on training so you know how to use it properly from day one. Chart of accounts, integrations, and workflows built around how your business actually operates.

Sales Tax Management

We handle sales tax from calculation to filing. Rate tracking, accurate returns, and on-time submissions so you never miss a deadline.

Business Tax Returns

Annual federal and state business tax return preparation with all required schedules. We handle the filing so you can focus on running your business.

Personal Tax Returns

Individual federal and state tax return preparation including all income sources, deductions, and credits. We handle the complexity so you can file with confidence.

Tax Audit Support

When the IRS or state sends a notice or starts an audit, we help you prepare the documentation, draft responses, and navigate the process with confidence.

External Controller

A second set of eyes on your books. We review the work your in-house team produces, verify accuracy, and provide the financial reporting and oversight that keeps everything on track.

Budgeting & Cash Flow Forecasting

Creating budgets and projecting cash flow to plan for expenses, identify shortfalls, and support informed business decisions. We build forward-looking models so you can make moves with confidence instead of gut feelings.

Financial Strategy

Analyzing your financial data to guide real business decisions. We look at what the numbers are telling you about growth, profitability, pricing, and where to put your resources so you move forward with confidence.

Fractional CFO

Part-time CFO-level support for businesses that need financial leadership without the full-time salary. Cash flow forecasting, analysis, and strategic planning tailored to where you are and where you want to go.