Monthly Bookkeeping
Accrual or cash basis, monthly closes, reconciliations, AP/AR support, financial statements (P&L, balance sheet, cash flow), and management reporting.
Services
End-to-end accounting, taxes, and advisory for individuals, small businesses, and enterprises.
Taxes (Personal & Business)
Preparation & filing for individuals (1040) and entities (1120, 1120-S, 1065), state returns, multi-state apportionment, quarterly estimates, extensions, and tax planning.
Payroll & Compliance
System setup, ongoing payroll processing, payroll tax filings, W-2/1099, and compliance calendars.
Fractional CFO
Forecasting, budgets, pricing strategy, board reporting, KPI dashboards, fundraising & diligence support.