Bookkeeping & Accounting Services

Daily transaction posting and categorization

General ledger maintenance and cleanup

Chart of accounts setup and optimization

Bank, credit card, and loan reconciliations

Accounts receivable management (invoicing, customer statements, collections monitoring)

Accounts payable processing (vendor bills, payment scheduling)

Payroll posting and payroll journal entries

Month-end and year-end closings

Preparation of financial statements (Profit & Loss, Balance Sheet, Cash Flow)

Advanced Accounting Support

Accrual accounting and adjusting journal entries

Inventory tracking and adjustments

Fixed asset management and depreciation schedules

Deferred revenue management for project-based businesses

Job costing and project profitability analysis

Budget development and ongoing monitoring

Cash flow tracking, forecasting, and financial planning

KPI reporting tailored to your business

Tax Preparation & Filing

We offer comprehensive tax preparation and filing services for:

Personal Taxes

Full preparation and e-filing of individual tax returns (Form 1040)

Tax planning, deductions optimization, and estimated payment guidance

Business Taxes

Small business tax returns, including:

Partnerships (1065)

S Corporations (1120-S)

C Corporations (1120)

Schedule C (sole proprietors & single-member LLCs)

Year-end workpapers and tax-ready financials

Estate & Trust Taxes

Estate and trust tax return preparation (Form 1041)

Guidance for executors and trustees

Quarterly & Ongoing Tax Filings

Quarterly estimated taxes for individuals and businesses

Quarterly state income tax filings

Sales tax reporting and filing

Quarterly payroll tax filings: Form 941, state payroll, SUTA/SUI

Preparation of annual W-2s and 1099s

Payroll Services

Payroll setup and implementation (QBO, Gusto, ADP, Paychex & more)

Employee onboarding and compliance support

Full payroll processing or payroll review

Payroll liability tracking and reconciliation

Quarterly payroll tax filings and year-end reporting

Software Setup & System Optimization

QuickBooks Online setup, cleanup, and optimization

Historical bookkeeping catch-up and clean-up projects

Systems migration and accounting workflow improvements

Integration of apps for POS, time tracking, CRM, and e-commerce

Compliance & Audit Assistance

Organizing and maintaining audit-ready financial documentation

Support for IRS or state notices and correspondence

Lender and investor financial reporting packages

Entity compliance reminders and support

Advisory & Consulting Services

Financial health reviews

Cost-saving and profitability strategies

Cash flow improvement planning

Pricing analysis and guidance

Training for business owners and staff on QuickBooks and bookkeeping best practices

Client Support & Communication

Regular financial review meetings

Customized reporting packages to fit your needs

Transparent communication with CPAs, attorneys, payroll providers, and financial advisors

Ongoing support to help you understand your numbers and grow confidently