Services
Right‑sized services for small and midsize businesses. Below are standard scopes; we tailor specifics to your industry and systems.
Audit & Assurance
- Financial statement audits and reviews
- Agreed‑upon procedures (AUPs) for lenders/investors
- Employee benefit plan audits
- Policy and control walkthroughs; readiness assessments
Bookkeeping & Payroll
- Monthly close: bank/credit card reconciliations, AP/AR
- Accruals/deferrals, fixed assets, and clean trial balance
- Payroll setup/processing (ADP/Gusto) and filings
- Monthly reporting pack with KPIs and cash runway
Tax
- Business (1120/1120‑S/1065) and Individual (1040)
- State/local registrations and sales/use compliance
- Year‑round planning, entity selection, and elections
- IRS/state notice handling
Advisory
- Controller/CFO‑level advisory and close acceleration
- System selection and implementation oversight
- Dashboards and KPI design tied to decisions
- Project accounting and job‑costing improvements
Prefer a fixed monthly package?
We can bundle bookkeeping, payroll, and annual tax into one predictable fee. Ask us for a proposal.
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