Business Consulting
Running a business is hard enough without guessing at the numbers. We look at how your business operates, pinpoint what’s holding you back, and give you a clear plan to improve cash flow, cut waste, and grow with confidence. Think of us as your financial thinking partner.
Bookkeeping
We keep your books accurate and up to date every month, so you always know where your business stands. That covers transaction categorization, bank and payroll reconciliations, and monthly financial reports. You get clean numbers without the late nights. You run your business, and we'll handle the books.
Tax Preparation & Planning
We do more than file your return. We plan with you all year to legally lower what you owe, and we keep you from getting surprised at tax time. That means filings done accurately and on time, quarterly estimates handled, and strategies explained in plain English.
Bookkeeping Packages
Choose the level of support that fits your business. Not sure which one? We'll help you decide during your free consultation.
Essentials
For new or simple businesses
• Monthly bank and credit card reconciliations
• Transactions categorized correctly
• Monthly Profit & Loss and Balance Sheet
• Year-end books ready for tax filing
Growth
For businesses with employees
• Everything in Essentials
• Payroll reconciliations, matching your payroll provider's reports to your books
• Monthly check-in to review your numbers
Catch-Up & Cleanup
One-time project for books that are behind or messy
• Bring months or years of books current
• Fix miscategorized transactions and reconcile every account
• Clean, accurate financials ready for taxes, loans, or investors
Tax Packages
From on-time filings to year-round strategy, choose the support that keeps more money in your pocket, whether you're filing for yourself or your business.
Business Tax Filing
Accurate, on-time returns
• Federal and state business tax returns
• Payroll tax review
• Plain-English review of your return before it's filed
Year-Round Tax Planning
For owners who want to pay less, legally
• Everything in Business Tax Filing
• Quarterly estimated tax calculations
• Mid-year planning meeting to lower your tax bill
• Deduction and entity strategy, like S-Corp elections and owner salary
Personal Tax Filing
For individuals and business owners
• Federal and state individual tax returns
• W-2, freelance, side-business, and rental income
• Coordinated with your business return if you own one
Consulting Packages
Whether you're just starting out or ready to grow, get a CPA in your corner for the big decisions.
Business Setup
Start off on the right foot
• Help choosing an entity type, like an LLC or S-Corp
• Chart of accounts and accounting software setup
• Owner pay strategy and recordkeeping basics
Financial Advisory
Ongoing guidance to grow with confidence
• Monthly or quarterly strategy meetings
• Cash flow forecasting and budgeting
• Pricing, profitability, and expansion analysis
• Financials prepared for loans or lenders