Services

We handle the day-to-day details so you don’t have to.
Our monthly bookkeeping includes accurate transaction categorization, account reconciliations, and financial review to ensure your records stay clean and current. At month-end, we deliver a reliable close process and up-to-date reports you can trust to make sound decisions.
Keeping up with bill payments can feel like a full-time job—and one that pulls you away from the work that really matters. Let us take it off your plate.
The Accountant’s Palette helps you streamline your bill payment process, ensuring your vendors are paid on time and your cash flow stays healthy without the back-office overwhelm.
We make payroll simple and stress-free by managing the setup, ongoing processing, and payroll tax filings—so you don’t have to. We’re experienced with top providers like Gusto, ADP, and Rippling, ensuring your team is paid accurately and on time, every time.
Whether you’re paying employees or contractors, we help you stay compliant and organized with a seamless, reliable process each pay period.
Get paid faster with professional, accurate invoicing and streamlined follow-ups. We’ll handle the back-end so you can focus on your client work—not the chase.

We take the stress out of tax season by preparing and filing your business tax returns accurately and on time. With your books kept clean year-round, your return is filed with confidence—no scrambling, no surprises.
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.
Sales tax rules are complex and noncompliance can be costly. We help ensure your sales tax filings are accurate, timely, and in compliance with state and local requirements.

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.
Whether you’re planning for growth or simply trying to stay on target, we help you build a budget that aligns with your goals and use forward-looking forecasts to help you adjust as the numbers evolve.
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.
Stay ahead of cash crunches and plan with confidence. Our cash flow forecasting gives you a clear picture of what’s coming in, what’s going out, and when so you can avoid surprises and make smarter financial decisions.
Not all revenue is created equal. We help you identify which clients, services, or projects are actually driving profit—and which are draining your time and resources.