Our Services
Modern bookkeeping, tax preparation, payroll, and advisory services designed for solopreneurs and small businesses.
Monthly Bookkeeping
Accurate monthly records and useful reports for day-to-day decisions.
Benefit: Know what you earned, spent, and need to watch next.
Deliverables
- Monthly categorization
- Bank & credit card reconciliation
- Financial statements
- Quarterly reviews
Example: Reconciling a consultant’s bank and credit card activity each month.
Tax Preparation
Preparation support for personal and business returns with organized records.
Benefit: Approach deadlines with clarity and a documented filing package.
Deliverables
- Individual returns
- Self‑employed & freelancer returns
- LLC & S‑Corp returns
- Tax planning & advisory
Example: Federal and state filing support for an LLC owner.
Payroll Services
Repeatable payroll processing and filing support for small teams.
Benefit: Keep paydays predictable and payroll obligations organized.
Deliverables
- Payroll runs
- Payroll tax filings
- W‑2 & 1099 prep
- Employee onboarding
Example: Onboarding a new employee and preparing year-end W-2s.
Cleanup & Catch‑Up
Repair incomplete, duplicated, or miscategorized historical records.
Benefit: Start reporting and tax work from dependable books.
Deliverables
- Books cleanup
- Historical catch‑up
- Fixing miscategorized transactions
- Rebuilding financial records
Example: Rebuilding a full year of transactions before tax preparation.
Advisory & Strategy
Periodic financial conversations focused on cash flow and business choices.
Benefit: Turn your reports into practical priorities for the next quarter.
Deliverables
- Quarterly strategy sessions
- Cash‑flow planning
- Business structure guidance
- Growth & scaling support
Example: Reviewing cash flow before hiring or making a major purchase.