Monthly bookkeeping
Cloud-based bookkeeping with monthly close, bank reconciliations, and a tidy chart of accounts. QuickBooks Online and Xero certified.
Services
One firm. Every number that matters.
From day-to-day bookkeeping to high-stakes tax strategy, our team delivers precision work with the kind of judgment software alone can't replicate.
Tax preparation
Personal (1040), corporate (1120/1120-S), partnership (1065), and trust (1041) returns. Federal and state, filed on time, every time.
Tax planning & strategy
Year-round planning to minimize liability legally — entity structuring, S-corp elections, retirement contributions, and quarterly estimates.
Payroll services
Full-cycle payroll, direct deposit, payroll tax filings, year-end W-2s and 1099s. Compliance handled, mistakes prevented.
Business & nonprofit formation
LLC, S-Corp, C-Corp, and nonprofit (501(c)(3)) set-up. EIN, operating agreements, bylaws, and tax-election filings done right from day one.
Outsourced CFO / advisory
Cash-flow forecasting, KPI dashboards, budgeting, and strategic guidance for owners scaling past the next milestone.
Life insurance
Independent life insurance analysis — needs assessment, policy review, and coverage recommendations without commission incentives.
Estate planning
Trusts, wills, and tax-efficient wealth-transfer strategies — coordinated with your attorney to preserve and pass on what you've built.
Not sure what you need?
Browse our packages or book a free 30-minute call and we'll recommend the right fit.