Our Services

Full-Service Bookkeeping

We handle transaction categorization, bank and credit card reconciliations, and financial reporting so your books stay accurate and current every month.

Catch-Up Bookkeeping

Cleaning up and bringing current past months or years of bookkeeping. We sort through backlogged transactions, correct errors, and rebuild accurate records so you can move forward with confidence.

Bill Payment

We manage your accounts payable so bills get paid on time. Invoices are tracked, payments are scheduled, and every transaction is recorded in your books.

Invoicing

We handle your accounts receivable so invoices go out on time and payments get tracked. You focus on the work.

Payroll System Setup & Training

One-time payroll system configuration with hands-on training so you can run payroll yourself. We set up the software correctly from the start and show you exactly how to use it.

1099 Preparation

When you pay contractors and vendors over $600, the IRS expects a 1099. We handle the preparation and filing so you stay compliant.

QuickBooks Online Setup & Training

Get QuickBooks Online configured correctly for your business from the start. We handle the setup work and train you to manage your books confidently on your own.

Business Tax Returns

Annual federal and state business tax return preparation with all required schedules. We handle the forms and calculations so your business meets its filing obligations accurately.

Personal Tax Returns

Individual federal and state tax return preparation covering all income sources, deductions, and credits. Straightforward pricing with no surprises.

External Controller

Oversight and review for businesses with in-house bookkeeping. A second set of eyes to verify accuracy and provide the financial analysis your internal team may not have capacity for.

Budgeting & Cash Flow Forecasting

Plan ahead with realistic budgets and cash flow projections. Know when money will be tight before it becomes a problem.

Financial Strategy

Turning your financial data into guidance for business decisions. We analyze your numbers to help you understand what's working, what's not, and where the opportunities are.

Fractional CFO

Part-time CFO-level financial leadership for growing businesses. Cash flow forecasting, financial analysis, and strategic planning without the cost of a full-time hire.

Construction Job Costing

Track labor, materials, and subcontractor costs by project. Know which jobs actually make money and which ones don't.

Inventory Accounting

Tracking materials, supplies, and inventory items with proper counts and valuations. We establish methods for counting, valuing, and reporting so your books reflect what is actually on your shelves.