Bookkeeping & accounting
Monthly books kept current, with financial statements you can actually read.
- Monthly bookkeeping
- Profit and loss and balance sheet
- Year-end financial statements
- QuickBooks and cloud accounting setup
Services
Everything below is done by our own team. Work is quoted per job or on a recurring plan — whichever works better for you.
Tax preparation & IRS support
Returns filed on time and notices from the IRS or the state answered on your behalf.
- Business and individual returns
- Quarterly estimated taxes
- Sales tax filings
- IRS and state notices
Business formation & compliance
New LLCs and corporations set up, and annual reports, licenses and other filings kept in order.
- LLC and corporation formation
- EIN and state tax registration
- Annual reports and registered agent
- Business licenses and permits
Payroll & HR support
Paychecks, payroll taxes and year-end forms handled every pay period, with policies that hold up.
- Payroll processing and direct deposit
- Payroll tax filings
- W-2s and 1099s
- New-hire paperwork and HR records
Business advisory
Budgets, cash-flow forecasts and loan packages prepared with you.
- Budgets and forecasts
- Business plans
- Loan and SBA applications
- Pricing and job costing
Training & support
Practical training for owners and office staff on the systems they use every day.
- Accounting software training
- Office procedures
- Compliance calendars
- On-call support