What We Offer
Services Built Around Your Business
From monthly bookkeeping to year-end tax prep, we offer everything a small business needs to stay financially organized, compliant, and confident.
Your financial foundation, handled.
Bookkeeping
Accurate, timely bookkeeping is the backbone of every healthy business. We reconcile your accounts, categorize every transaction, and deliver clean monthly financials — so you always know exactly where your money is going.
What's included
- Monthly account reconciliation
- Transaction categorization
- Accounts payable & receivable tracking
- Monthly financial close
- QuickBooks or Xero management
Pay your team right, every time.
Payroll & QuickBooks Payroll
We handle your entire payroll process — from calculating wages and withholdings to filing payroll taxes and issuing year-end W-2s. We also manage QuickBooks Payroll setup and ongoing administration so your employees get paid on time and you stay compliant.
What's included
- Weekly, bi-weekly, or monthly payroll runs
- QuickBooks Payroll setup & management
- Federal and state payroll tax filings
- Direct deposit setup
- Year-end W-2 preparation
Filed accurately. Filed on time.
Tax Preparation & Tax Services
From small business tax returns to personal tax, self-employed Schedule C, and tax consulting — we cover the full spectrum. We maximize your deductions, keep you compliant, and make tax season stress-free.
What's included
- Small business tax preparation
- Personal tax returns
- Self-employed Schedule C filing
- Tax consulting services
- Quarterly estimated tax calculations
Clarity that drives better decisions.
Financial Reporting
Beyond the numbers, we deliver reports that actually make sense. Our monthly financial packages give you a clear picture of profitability, cash flow, and business health — so you can make informed decisions with confidence.
What's included
- Profit & loss statements
- Balance sheets
- Cash flow statements
- Budget vs. actual analysis
- Custom KPI dashboards
Behind on your books? We've got you.
Book Cleanup & 1099 Filing
Months or even years behind? No judgment — it happens. We'll get your books fully caught up and clean, then handle your 1099 contractor filings so you're compliant and ready for tax season.
What's included
- Full historical transaction entry
- Account reconciliation for all periods
- Clean-up of miscategorized transactions
- 1099 preparation & filing for contractors
- Handoff to ongoing monthly service
Plan ahead with confidence.
Business Budgeting, Forecasting & Plans
Whether you need a formal business plan for a lender, an annual budget, or rolling cash flow forecasts, we build the financial models that help you make smart decisions and grow strategically.
What's included
- Annual budget creation
- Rolling cash flow forecasts
- Business plan financial projections
- Budget vs. actual reporting
- Startup financial modeling
Expert guidance at every stage.
Consulting & Startup Consulting
From launching a new venture to optimizing an established operation, our consulting services give you a trusted financial advisor in your corner. We help startups build the right financial foundation from day one.
What's included
- Startup financial setup & structure
- Chart of accounts design
- Software selection & implementation
- Ongoing financial advisory
- Process improvement consulting
Know your true costs. Protect your margins.
Cost Accounting & Inventory Services
For product-based and manufacturing businesses, we provide detailed cost accounting and inventory management — so you always know your true cost of goods and can price for profitability.
What's included
- Cost of goods sold tracking
- Inventory valuation (FIFO/LIFO)
- Job costing by project or product
- Shrinkage & variance analysis
- Inventory reconciliation
All pricing is customized to your business size and complexity. Contact us for a free assessment and personalized quote.
Add-On Services
Need something specific? We offer flexible add-ons to complement your core package.
1099 Contractor Filing
Year-end 1099 preparation and filing for all your independent contractors.
Sales Tax Management
Multi-state sales tax tracking, filing, and compliance management.
Job Costing
Project-level profitability tracking for contractors, builders, and service businesses.
Budgeting & Forecasting
Annual budget creation and rolling cash flow forecasts to plan ahead with confidence.
Software Setup & Training
QuickBooks or Xero setup, chart of accounts customization, and staff training.
Audit Support
Documentation preparation and representation support during IRS or state audits.
Not Sure What You Need?
Book a free consultation and we'll assess your current situation, identify gaps, and recommend the right package for your business — no pressure, no obligation.