Services built around your business
What we take on
Books, tax, payroll, filings—one relationship. Hover a line (or tap on your phone) to see more.
Bookkeeping
Day-to-day entries, bank and card reconciliations, month-end close—numbers you can trust.
Accounting
Statements, accruals, and reporting that match how you operate—not a generic template.
Tax strategy
Entity and timing choices so you’re not guessing when it counts.
Tax preparation
Federal, state, extensions—filed clean, explained before you sign.
Startup CFO
Forecast, burn, board prep—fractional finance when you’re not ready for a full-time hire.
Financial review
When something’s off or you need a second set of eyes on a period or process.
Financial audit
Assurance scoped to lenders, investors, or whatever the situation demands.
Payroll
Runs, withholdings, W-2s, agency filings—done on schedule.
Compliance
Annual reports, agent of record, deadlines—so small filings don’t become big problems.
Complete spend visibility
See where money goes—by category, vendor, and period—so decisions aren’t guesswork.
- Clean chart of accounts mapped to how you operate
- Timely categorization and reconciliations
- Reporting you can use in meetings, not just for the bank
Bookkeeping & accounting
Month-end close, reconciliations, and financials that match reality—not a stale export from last year.
- Day-to-day entries and bank / card reconciliations
- Accruals and adjustments when your business needs them
- Statements and files ready for tax and for you
Tax planning & preparation
Strategy before year-end, clean filings after—federal, state, and extensions explained before you sign.
- Entity and timing conversations that fit your goals
- Prep organized from your books—not a shoebox scramble
- Notices and questions handled with context
Payroll & contractor flows
Pay runs, filings, and W-2/1099 coordination so your team gets paid and you stay compliant.
- Setup and ongoing payroll support alongside your books
- Quarterly and annual payroll tax alignment
- Cleaner handoff to tax prep
Documents & mailroom discipline
Receipts, bills, and correspondence organized so nothing important disappears in a drawer.
- Consistent capture and filing of source documents
- Less back-and-forth when something’s missing
- Audit-ready habits without the stress
Compliance, filings & CFO-style advisory
Beyond the ledger—deadlines, registrations, and conversations when you’re weighing a big move.
- Filings and compliance tracked in one place
- Forecasting and scenario thinking when you need it
- A single team that knows your numbers end to end