Services

What we do

Bookkeeping & Financial Reporting

Transaction recording, reconciliations, monthly close, and GAAP-aligned financial statements.

Business & Individual Tax Preparation

Federal and state returns, estimated taxes, compliance calendars, and support through notices.

Accounting Advisory & Financial Consulting

Chart of accounts design, accounting workflows, system selection, and fractional controller support.

Budgeting, Forecasting, and Financial Analysis

Annual budgets, rolling forecasts, cash flow planning, KPI dashboards, and board-ready reports.

Compliance and Reporting Support

Sales and payroll tax filings, 1099s, grant and fund reporting for nonprofits, and audit preparation.