Services

Accurate, up-to-date books are the foundation of any healthy business. We offer bookkeeping services tailored to your needs. Our goal is to give you clean, organized financials you can rely on for smart decision-making.
Includes:

• Categorizing and reconciling transactions
• Financial reporting (P&L, Balance Sheet, etc.)
• Accounts Receivable and Accounts Payable
• Collaboration with your CPA for tax time

Whether you pay one person or fifty, we’ll help you manage payroll with ease and confidence. We set up schedules, manage direct deposit, and handle tax filings so you don’t have to.

Includes:

• Weekly, biweekly, or monthly payroll
• Direct deposit setup
• Federal and state tax filings
• Year-end W-2s and reports

Preparing 1099s doesn’t have to be stressful. We’ll handle the filing and ensure compliance so your contractors receive accurate forms and you avoid last-minute headaches.

Includes:

• Vendor W-9 collection and tracking
• Review of payments for eligibility
• Filing with the IRS and delivery to recipients

Keep your vendors happy and your cash flow under control. We set up efficient systems to manage accounts payable and keep you in the loop—without requiring your constant attention.

Includes:

• Bill tracking and approvals
• Payment scheduling
• Vendor communication
• Regular reporting

Starting a business? We’ll guide you through the essentials, from choosing the right entity type to registering with the state and setting up your financial systems.

Includes:

• Entity selection guidance (LLC, S Corp, etc.)
• EIN application
• State registration and compliance
• Financial system setup

Not every business fits into a box—and that’s where we thrive. We offer custom financial support based on your specific needs, whether it’s budgeting, cash flow analysis, or working alongside your CFO or tax advisor.

Includes:

• Custom financial reporting
• Budgeting and forecasting
• Cash flow management
• Strategic consulting