Managing day-to-day bookkeeping, monthly financial statements, and year-end closings so small business owners can focus on growth instead of spreadsheets.

• Monthly profit & loss and balance sheet preparation
• Accounts payable and receivable management
• Cash flow forecasting and analysis

Preparing accurate federal and state tax returns for individuals and businesses while identifying deductions, credits, and strategies to minimize your tax burden.

• Individual and business return preparation
• Quarterly estimated tax calculations
• Year-round tax planning and strategy

Processing payroll accurately and on time, including direct deposits, tax withholdings, W-2s, 1099s, and compliance with federal and state regulations.

• Weekly, bi-weekly, and monthly payroll runs
• Payroll tax filing and deposits
• Year-end W-2 and 1099 preparation

Setting up, customizing, and training your team on QuickBooks Online or Desktop so your books are organized from the start and easy to maintain.

• Chart of accounts customization
• Bank feed and integration setup

Compiling, reviewing, or auditing financial statements that meet lender, investor, and regulatory requirements with accuracy and clarity.

• Compilation, review, and audit services
• Bank-ready financial packages
• SBA loan application support

Representing you before the IRS during audits, responding to notices, and negotiating installment agreements, offers in compromise, and penalty abatement.

• IRS audit representation
• Offer in compromise negotiations
• Penalty and interest abatement requests