Services
One firm for your books, taxes, payroll and strategy.
Choose a single service or let us run your entire back office. Every engagement is tailored to your industry and the stage your business is in.
Service 01
Tax Preparation & Planning
Accurate, on-time business and individual tax returns paired with year-round planning so tax season never catches you off guard.
What's included
- Business & personal tax returns
- Quarterly estimated tax planning
- Entity structure & S-Corp analysis
- IRS notice & audit support
Service 02
Accounting & Bookkeeping
Customized bookkeeping in QuickBooks Online so you always know where your business stands and can make decisions with confidence.
What's included
- Monthly reconciliations & close
- Accounts payable & receivable
- QuickBooks Online setup & cleanup
- Clear monthly financial reports
Service 03
Payroll Processing
Full-service payroll with tax filings, direct deposit and year-end forms handled for you — including job-costed payroll for contractors.
What's included
- Direct deposit & pay stubs
- Payroll tax deposits & filings
- W-2s, 1099s & year-end forms
- Certified & job-costed payroll
Service 04
Financial Consulting
We analyze your financial data, explain what it means in plain English and help you plan cash flow, pricing and growth.
What's included
- Cash-flow forecasting & budgets
- Profitability & job-cost analysis
- KPI dashboards & reviews
- Growth & financing readiness
Getting started
Simple to begin, easy to keep.
- 01
Free consultation
A 30-minute call to understand your business, your books and your goals.
- 02
Cleanup & setup
We tidy prior periods, connect QuickBooks Online and set your reporting cadence.
- 03
Monthly rhythm
Books closed, payroll run and reports delivered on schedule — every month.
- 04
Plan ahead
Quarterly tax planning reviews so there are no surprises when returns are due.
Newsletter
Tax deadlines and money tips, once a month.
Stay ahead of filing dates, law changes and practical bookkeeping advice for small business owners. No spam — unsubscribe anytime.
Ready when you are
Trusted expertise is just a phone call away.
Book a free 30-minute consultation and find out what organized books and a real tax plan could do for your business.