From daily bookkeeping to strategic CFO advice, we handle your numbers so you can focus on growing your business.
Minimize what you owe. Maximize your refund. Don’t wait until April to think about taxes. We offer year-round strategic planning to identify deductions, credits, and structures that lower your liability. Services include: Federal & state tax returns (1040, 1120, 1065). Sales tax filing. Estimated quarterly tax payments. Audit support & representation.
Pay your team accurately. Stay compliant. Stop stressing over payroll taxes and deadlines. We handle the entire workflow from time tracking to direct deposit and tax filings. Services include: Unlimited payroll runs. W-2 & 1099 preparation. New hire reporting. Workers' comp audit assistance.
Start smart. Scale faster. Choosing the wrong entity structure costs thousands in taxes. We help you launch with the right foundation and grow with CFO-level advice. Services include: Entity selection (LLC, S-Corp, C-Corp). Business plan financials. Cash flow forecasting & budgeting. Profitability consulting.
Accurate books. Real-time insights. Outdated books lead to poor decisions. We clean up historical messes and maintain daily, accurate ledgers so you always know your cash position. Services include: Transaction categorization. Bank & credit card reconciliation. Accounts payable/receivable management. Monthly financial close.
The story behind your numbers. Neat, GAAP-compliant financial statements are essential for loans, investors, and strategic planning. Services include: Profit & Loss (P&L) statements. Balance sheets & cash flow statements. Job cost reporting. Comparative analysis (YoY, budget vs. actual).
We fight for you. Received a scary letter from the IRS? Don’t panic. We speak their language so you don’t have to. Services include: Tax debt resolution. Penalty abatement requests. Installment agreement setup. Offer in Compromise.
Software tracks transactions; accountants provide strategy.
QuickBooks is a great tool, but it doesn’t catch misclassified expenses, missed deductions, or cash flow red flags. We turn your software data into actionable insights, ensure compliance, and often save you more than our fee in tax reductions. Think of us as the human intelligence behind your automation.
Most clients save 3–5x our fee in taxes, time, and avoided penalties.
On average, our small business clients uncover $8,000–$15,000 in annual tax savings through entity restructuring, retirement contributions, and overlooked deductions. Beyond taxes, business owners tell us they save 10+ hours per month—time they reinvest into revenue-generating activities.
We stand with you from the first notice to the final resolution.
Audits are rare, but if one happens, we handle all communication with the IRS on your behalf. We’ll review the request, prepare your documentation, and even represent you in person or by phone. Clients under our ongoing service plan receive audit support at no additional hourly fee—only peace of mind.
Yes. We specialize in “bookkeeping catch-up” without judgment.
Whether you’re six months or six years behind, we can reconstruct your financial records using bank statements, receipts, and prior filings. After a clean-up, we put a simple monthly system in place so you never fall behind again. Many banks and lenders actually require this before approving a loan.
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