What we actually do.

Service 01

Bookkeeping

The foundation everything else sits on. If the books are wrong, your tax return is wrong, your forecast is fiction, and your lender is looking at numbers you can't defend.

We close every month on a schedule, reconcile against source documents rather than assumptions, and hand you financials that hold up when someone external actually reads them.

• Monthly close on a fixed calendar
• Bank, credit card, and loan reconciliation
• Accounts payable and receivable tracking
• Chart of accounts built to match how you actually operate
• Financial statements you can hand to a bank without editing

Service 02

Tax preparation & filing

Tax season shouldn't be an event. When the books are current all year, filing is a formality — not three weeks of archaeology in April.

We prepare and file returns for the entity and the owners together, because they're one decision, not two. Planning happens during the year, when it can still change the outcome.

• Federal, state, and local business returns
• Owner and shareholder personal returns
• Quarterly estimated payments
• Year-round planning, not just filing
• Notice and correspondence handling

Service 03

Payroll

Payroll is the one thing that has to be right every single time. People notice immediately, and so do the agencies.

We run it, file the returns behind it, and keep your registrations current in every state you employ someone — including the ones you didn't realize you'd triggered.

• Regular payroll runs and direct deposit
• Federal and state payroll tax filings
• W-2 and 1099 preparation
• Multi-state registration and compliance
• New hire reporting

Service 04

Financial statements

At some point somebody external — a bank, an investor, a buyer, a bonding company — asks for statements prepared to a standard. That's a different artifact from the reports inside your accounting software.

We prepare them properly, and we'll tell you honestly which level of service the request actually calls for rather than selling you the most expensive one.

• Profit & loss, balance sheet, cash flow
• Compilation engagements
• Review engagements
• Statements formatted for lender requirements
• Supporting schedules and notes

Service 05

CFO advisory

Software will tell you what happened. It won't tell you whether to take the loan, what the new hire really costs, or whether your pricing is quietly losing you money on your best customers.

This is the conversation part — the one where someone who knows your numbers helps you decide something.

• Budgets and rolling forecasts
• 13-week cash flow planning
• Pricing and margin analysis
• Hiring and capacity modeling
• Board and investor reporting
• Scenario planning for big decisions

Service 06

Systems & cleanup

Most messes aren't carelessness. They're what happens when a business outgrows the setup it started with and nobody had time to stop and fix it.

We untangle the history, set the software up the way it should have been, and leave you with something that won't break again at triple the size.

• QuickBooks and Xero setup or migration
• Prior-year cleanup and catch-up work
• Chart of accounts restructuring
• App integrations and workflow automation
• Documented processes your team can follow