Services
One team for your whole back office.
Pick one service or hand us everything. Either way you work with one team that already knows your numbers.
01
Business registration
Get set up correctly the first time so you are not fixing paperwork later.
- LLC or corporation formation and state filing
- EIN registration with the IRS
- Operating agreement and registered agent setup
02
Bookkeeping
Clean, current books every month, so tax season is never a scramble.
- Monthly categorization and bank reconciliation
- Catch-up bookkeeping for prior months or years
- A monthly summary you can actually understand
03
Accounting & reporting
The reporting layer above your books, so you can make decisions with confidence.
- Profit & loss, balance sheet, and cash flow statements
- Payroll setup and processing support
- Sales tax tracking and filing support
04
Tax strategy & filing
We plan all year to lower your tax bill, then file accurately and on time.
- Year-round tax-savings strategy
- Business and personal return preparation and filing
- Quarterly estimated tax calculations
05
Advisory & forecasting
When the numbers need to guide a decision, we build simple forecasts and explain them.
- Budgets and cash-flow forecasts in plain language
- "What if" scenarios for hiring, pricing, or expansion
- Goal-setting and progress tracking
Not sure what you need?