Our Services

Full-Service Bookkeeping

Your transactions are categorized, your bank and credit card accounts are reconciled, and your financial reports are delivered on a consistent schedule. Every dollar is accounted for so you always know where your business stands.

Catch-Up Bookkeeping

Cleaning up and bringing current past months or years of bookkeeping. We reconstruct your financial records so everything is accurate, organized, and ready for tax filing or day-to-day decision making.

Bill Payment

We manage your accounts payable so every bill gets paid on time. Tracking, scheduling, and recording so nothing slips through and your vendor relationships stay solid.

Invoicing

We handle your accounts receivable by creating and sending invoices, following up on outstanding balances, and tracking payments so you always know what's owed to you.

Payroll System Setup & Training

One-time payroll system configuration with hands-on training so you can run payroll yourself with confidence.

Full-Service Payroll

We run your payroll every pay period. You approve the hours or confirm salaries and we handle the rest. Tax deposits, quarterly filings, and year-end W-2s are all included.

1099 Preparation

If you paid contractors or vendors during the year, you're required to report those payments. We prepare and file your 1099s so they're accurate and on time.

QuickBooks Online Setup & Training

We configure QuickBooks Online for your business and train you on how to use it properly. You start with a clean setup and the confidence to manage your day-to-day bookkeeping.

Sales Tax Management

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

Business Tax Returns

Annual federal and state business tax return preparation with all required schedules. We handle the forms, the calculations, and the filing so you meet your obligations accurately and on time.

Personal Tax Returns

Individual federal and state tax return preparation including all income sources, deductions, and credits. We review your full financial picture to file accurately and capture every deduction you are entitled to.

Tax Audit Support

When the IRS or state sends an audit notice, you need someone who knows what they're looking for and how to respond. We handle the document preparation, correspondence, and walk you through the entire process.

Tax Strategy

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

External Controller

A second set of eyes on your financials. We provide oversight, review, and reporting alongside your existing accounting team to catch what gets missed.

Budgeting & Cash Flow Forecasting

Creating budgets and projecting cash flow to plan for expenses, identify shortfalls, and support informed business decisions. We build the financial roadmap so you can manage your business with confidence.

Financial Strategy

Analyzing financial data to guide business decisions on growth, profitability, pricing, and resource allocation.

Fractional CFO

Part-time CFO-level support for businesses that need financial leadership without the cost of a full-time hire. Cash flow forecasting, analysis, and strategic planning.

Construction Job Costing

We track labor, materials, and subcontractor costs for every project so you can see exactly where your money goes and which jobs actually make you money.

Inventory Accounting

We track your materials, supplies, and inventory items with proper counts and valuations so your books reflect what you actually have on hand. This gives you accurate cost of goods sold and reliable financial statements.

Business Formation

Setting up new business entities including LLC, S-Corp, or partnership formation with state registration and EIN acquisition.