Explore Our Services

We blend precision with innovation to paint a clear picture of your financial success. From streamlining your daily bookkeeping to providing strategic CFO-level insights, our comprehensive accounting services are designed to free you from financial stress and empower confident business decisions. Let us handle the numbers while you focus on growing your business.

Day-to-Day Accounting

  • We record your transactions, reconcile accounts, and complete a monthly close to keep your books accurate and up to date. With clean financials each month, you’ll always know where your business stands and have the clarity needed to make informed decisions.

  • We manage your accounts payable from start to finish—receiving, scheduling, and paying vendor bills on your behalf. With a streamlined approval process and timely payments, you’ll stay organized, avoid late fees, and maintain strong vendor relationships.

  • We handle payroll from start to finish—making it simple and stress-free. Whether you’re paying employees or contractors, we ensure accurate, on-time payments every pay period. We are experienced with top providers like Gusto, ADP, and Rippling, giving you a seamless and reliable process that keeps you compliant and organized.

  • We manage your customer invoicing process to keep cash flowing smoothly. From creating and sending professional invoices to tracking payments and following up on outstanding balances, we ensure you get paid accurately and on time. With a streamlined system in place, you’ll spend less time chasing payments and more time focusing on your business.

Advisory & CFO Consulting

  • We work with you to create an annual budget for your business and track performance each month with detailed Budget vs. Actual reporting. This proactive approach helps you stay aligned with your goals, spot variances early, and make informed financial decisions all year long.

  • We help you look beyond the current year by building a customized multi-year financial forecast. By projecting revenue, expenses, and cash flow over several years, you’ll gain a long-term view of your business performance and be better prepared for growth, investments, and future challenges. Our forecasting gives you the roadmap to make strategic decisions with confidence.

  • We prepare a rolling 13-week cash flow forecast and update it weekly, giving you clear visibility into upcoming inflows and outflows. This proactive approach helps you anticipate shortfalls, manage expenses, and make confident financial decisions.

  • Not all revenue is created equal. We help you uncover which clients, services, or projects are truly driving profit—and which may be draining your time and resources.

    The first step is ensuring expenses and revenue are accurately recorded at the project level. With that foundation in place, we analyze the data and deliver monthly profitability reports, giving you clear insight into where your business creates the most value and where adjustments may be needed.

  • Know what’s working—and what’s not—with performance metrics that actually matter. We help you define, track, and interpret the key indicators that drive your success.

  • Think of this as your business’s regular checkup—a proactive review of your financial well-being. We take a diagnostic look at your books, key metrics, and trends to uncover blind spots, identify strengths, and offer actionable recommendations to keep your business financially fit.

Compliance

  • Avoid last-minute scrambling and costly penalties with streamlined 1099 compliance. We manage the process so your contractors and vendors get what they need, and you stay in the clear with the IRS.

  • We take the stress out of tax season by preparing and filing your federal and state tax returns with accuracy and efficiency. Our process ensures compliance while maximizing deductions—giving you confidence that your taxes are handled correctly and on time.

  • We calculate your quarterly tax payments under IRS safe harbor rules, ensuring compliance and helping you avoid underpayment penalties. With clear, timely guidance, you’ll know exactly what to pay each quarter—keeping taxes predictable and stress-free.

  • We file your monthly, quarterly, or annual sales tax returns across jurisdictions and stay on top of deadlines—so you stay compliant without the headache.

  • We help you prepare for workers’ compensation, general liability, and other insurance audits by gathering and organizing payroll, financial records, and Certificates of Insurance (COIs). We review for accuracy, address potential issues before submission, and ensure all documentation is complete—making the audit process smooth, accurate, and stress-free while helping prevent costly premium overpayments.

Miscellaneous

  • Fallen behind on your books? We’ll bring your records up to date and correct prior errors—so you can start fresh with a clean slate.

  • We set up or restructure your QuickBooks Online file for long-term clarity—complete with a clean chart of accounts, bank feed connections, and app integrations.