Clear scope. Practical deliverables. Built for business owners.
Monthly and quarterly closes; bank, credit card, and balance sheet reconciliations; AP/AR processing and aging; revenue and expense classification; fixed asset register; and management reporting. We design a chart of accounts that fits your business and keep it consistent.
Financial statement audits and reviews for lenders and investors; compilation reports; internal control walkthroughs and improvements; and readiness support for future diligence. We operate with the cadence and documentation standards stakeholders expect.
Business and individual tax returns; quarterly estimates; year‑round planning; and support for IRS/state notices. We focus on reducing surprises through timely books, clean schedules, and clear communication.
Initial set‑up, employee onboarding, ongoing payroll runs, quarterly/annual filings, and year‑end W‑2/1099 support. We align payroll with your bookkeeping so gross‑to‑net ties out and compliance stays routine.