Services to Support Your Unique Needs‍

Whether it’s a lot of bookkeeping help or just a little accounting support, we work with business owners to find the right combination of services to meet the specific goals, budgets, and timelines of the company. The majority of our engagements operate on monthly retainers that let us work proactively with you. These engagements are priced based on the needs and complexities of your business. Browse through some of the ways we can serve you.

Bookkeeping Services

Small Business Accounting

Simplified Payroll Services

Cash Flow Management

Sales & Use Tax Returns + Filing

Leave the Accounting to Us!

Each month or quarter we'll do the following things for you...

  • Reconcile your bank account

  • Generate an income statement 

  • Generate a balance sheet

  • Clean up your general ledger

  • Provide unlimited consultations

Accounting / Advisory

  • CFO and Controller services 

  • Monthly bookkeeping

  • Cash flow management

  • Payroll and sales tax 

  • Clean up of books

Tax Services

  • Corporate 

  • Partnerships and LLCs

  • Individual

  • Not-For-Profits

  • Planning 

  • Compliance

  • Trusts and estates

  • Prepare Year End Financials for Tax Purposes

  • Sales & Payroll Tax Filings

  • Tax Preparation

  • Business & Personal Tax Filings

Consulting

  • Expert testimony

  • Financial damage analyses

  • Lost profits analyses

  • Business valuation