Our Services
Bookkeeping and tax at the core, with advisory and payroll as you scale — a complete financial back office for your startup or small business.
Monthly Bookkeeping
Accurate, up-to-date books — closed and reconciled every month.
Best for: Founders and owners who want to stop worrying about their books and always know their numbers.
What's included
- Bank and credit card reconciliation
- Categorization of every transaction
- Monthly financial statements (P&L, balance sheet, cash flow)
- Cleanup and catch-up of historical books
- Year-end records ready for tax time
Tax Preparation
Business and individual returns, prepared and filed with care.
Best for: Owners who want their returns done right — not rushed through in April.
What's included
- Federal and state business returns
- Individual returns for owners and partners
- S-corp, partnership, and Schedule C filings
- Quarterly estimated tax calculations
- Accurate, reviewed, and filed on time
Tax Planning
A year-round strategy to keep more of what you earn.
Best for: Startups and small businesses that want to lower their tax bill proactively, not reactively.
What's included
- Entity structure and election review
- Estimated tax and withholding strategy
- Retirement and deduction planning
- Quarterly check-ins ahead of deadlines
- Projections so there are no surprises
Advisory & CFO
Financial guidance to help you make confident decisions.
Best for: Startups raising or scaling that need a financial partner, not just a scorekeeper.
What's included
- Budgeting and cash-flow forecasting
- Profitability and margin analysis
- Key metric and KPI reporting
- Pricing and hiring decision support
- Board- and lender-ready reporting
Payroll
Reliable payroll, filings, and compliance — handled end to end.
Best for: Teams that want payroll to simply run — accurately and on time, every cycle.
What's included
- Scheduled payroll runs
- Federal, state, and local tax filings
- W-2 and 1099 preparation
- New-hire and contractor setup
- Compliance you don't have to track
Not sure where to start?
Tell us about your business and we'll recommend the right mix of services for where you are today.
Schedule a Consultation