Our Services
From monthly bookkeeping and payroll to tax preparation and fractional CFO support. Everything your business needs to stay on track financially.
Full-Service Bookkeeping
Transaction categorization, bank and credit card reconciliation, and monthly financial reporting so you always know where your business stands.
Catch-Up Bookkeeping
Cleaning up and bringing current past months or years of bookkeeping so your financials are accurate and usable again.
Bill Payment
We manage your accounts payable so every bill gets paid on time, properly tracked, and accurately recorded in your books.
Invoicing
Handling accounts receivable with invoicing and payment tracking. We send the invoices, follow up on payments, and keep your receivables organized so cash keeps moving.
Payroll System Setup & Training
We configure your payroll system correctly from the start and train you to run it on your own. Employee records, tax settings, pay schedules, and compliance details are all set up so you can process payroll with confidence every pay period.
Full-Service Payroll
Running payroll every pay period including tax deposits, quarterly filings, and year-end W-2s so you never miss a deadline or a deposit.
Xero Online Setup & Training
Get Xero configured correctly for your business from day one. We'll set up your chart of accounts, integrations, and workflows, then train you to use it with confidence.
Non-Profit Tax Returns
We prepare your annual Form 990, 990-EZ, or 990-T so your organization stays compliant and in good standing with the IRS.
Business Tax Returns
Annual federal and state business tax return preparation with all required schedules for S-Corps, C-Corps, partnerships, and sole proprietorships.
Personal Tax Returns
Individual federal and state tax return preparation including all income sources, deductions, and credits.
Tax Strategy
Proactive tax planning to minimize liability through entity structure, timing, deductions, and retirement strategies.
Budgeting & Cash Flow Forecasting
Creating budgets and projecting cash flow to plan for expenses, identify shortfalls, and support informed business decisions.
Financial Strategy
Analyzing financial data to guide business decisions on growth, profitability, pricing, and resource allocation.
Fractional CFO
Part-time CFO-level support, cash flow forecasting, analysis, and strategic planning.
IRS Tax Representation
When the IRS sends a notice or opens an audit, you don't have to deal with it alone. We step in as your authorized representative with Enrolled Agent authority, handle the communication, and work toward resolution so you can stay focused on your business.
Tax Audit Support
When the IRS or a state agency opens an audit, you need someone who knows what they're asking for and how to respond. We handle document preparation, response drafting, and walk you through the entire process.
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 reality.
Business Formation
Setting up your business entity the right way from the start. LLC, S-Corp, or partnership formation with state registration and EIN acquisition so you can operate legally and with the right structure.
