Services
We go beyond traditional accounting. Our integrated bookkeeping, tax management, payroll, and strategic advisory services create structure, clarity, and momentum - turning financial complexity into sustainable success.
1 Bookkeeping & Financial Reporting
Accurate. Timely. Organized.
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Monthly transaction categorization and reconciliation
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Bank and credit card reconciliations
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Cleanup and catch-up bookkeeping
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Accounts payable (bill entry & vendor management)
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Accounts receivable (invoicing & collections support)
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Payroll coordination and journal entries
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Financial statement preparation (P&L, Balance Sheet, Cash Flow)
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Job costing and class tracking
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QuickBooks Online setup and optimization
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Ongoing support and questions
2 Accounting
Financial clarity that drives better decisions.
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Monthly and quarterly financial reporting
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Cash flow monitoring and forecasting
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Budget creation and variance analysis
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Revenue and expense trend analysis
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Cost control and margin analysis
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Fixed asset tracking and depreciation schedules
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Internal controls review and implementation
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KPI development and performance tracking
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Financial systems improvement
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Year-end closing and CPA coordination
3 Tax Planning & Preparation
Strategic tax planning — not just tax filing.
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Business tax return preparation
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Individual tax return preparation
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Tax planning and projections
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Quarterly estimated tax calculations
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Entity structure analysis (LLC, S-Corp, etc.)
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Sales tax compliance and reporting
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IRS notice response and representation support
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Multi-state tax guidance
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Year-round tax advisory
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Coordination with your legal and financial advisors
4 Controller Consultation
High-level financial leadership without the full-time cost.
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CFO/Controller advisory services
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Financial strategy and growth planning
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Cash flow strategy and capital planning
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Operational efficiency analysis
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Pricing and profitability analysis
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Debt and financing strategy support
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Business performance reviews
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Financial dashboard creation
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Process design and workflow improvement
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Advisory support for scaling businesses