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Services

Providing Everything You Need

Bookkeeping

Monthly reconciliation, income and expense categorization, and clear
decision-ready reports. A properly maintained general ledger is the foundation
everything else is built on.

Payroll & Payroll Restoration

Accurate, on-time payroll that keeps you compliant.

  • Wage calculations

  • Federal and state tax deposits through EFTPS

  • Quarterly 941 filings

  • Year-end W-2 and 1099 preparation

  • Single-state or multi-state

  • Run on QuickBooks Online Payroll or Gusto

Financial Cleanup

Behind or in a mess? We reconcile backlogged accounts, fix
miscategorized transactions, and rebuild accurate books  getting you caught up and
tax-ready.

Fractional CFO

High-level financial guidance without the cost of a full-time hire.

  • Cash flow forecasting

  • Budgeting

  • KPI dashboards

  • Quarterly strategy sessions

Know your numbers, and know what to do about them.

Add-On Services

  • Accounts payable & receivable

  • Sales tax filing

  • Quarterly filings

  • QBO setup & training

  • Business setup.

Tax Filing for Individuals & Businesses

Federal and state filings for individuals, ​sole proprietors, single-member LLCs, S-Corps, Partnerships, and C-Corps. Audit protection is included with every return; pay-by-refund is available; refund advances offered through mid-February.

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