Our services.
Stay organized.
Stay ahead.
Numbers shouldn’t be a puzzle—we keep them in line.
Bookkeeping
Good bookkeeping is the backbone of a successful business. When your finances are accurate and organized, you gain clarity, control, and confidence in every decision. But when transactions are misclassified and accounts go unreconciled, small mistakes can lead to big financial issues. Here’s how we keep your books clean, compliant, and working for you:
Transaction Categorization
What it is: Sorting and labeling each financial transaction properly in your accounting system.
Why it matters: Misclassified transactions lead to incorrect financial reports, tax mistakes, and missed deductions.
Why you need us: We ensure your books stay accurate and tax-ready, so you always know where your money is going—without the headache.
Bank & Credit Card Reconciliation
What it is: Matching your financial records with bank and credit card statements to ensure everything aligns.
Why it matters: Unreconciled accounts mean hidden errors, fraud risks, and cash flow surprises.
Why you need us: We catch mistakes, prevent discrepancies, and keep your accounts clean—so you can trust your numbers.
Monthly & Annual Financial Reports
What it is: A clear, organized report of your profit & loss and overall financial position.
Why it matters: Without financial reports, you’re making business decisions blind.
Why you need us: We deliver easy-to-read, accurate reports that help you understand your financial health and plan with confidence.
Accounts Receivable & Payable
What it is: Managing the money coming in (invoices & customer payments) and going out (bills & vendor payments).
Why it matters: Late payments and missed bills hurt cash flow, damage vendor relationships, and slow growth.
Why you need us: We keep you on track, ensure timely payments, and improve cash flow, so you can focus on growing your business—not chasing payments.
Payroll
Payroll isn’t just about paying employees—it’s about staying compliant, avoiding penalties, and keeping your business running smoothly. With ever-changing tax laws, multi-state regulations, and year-end reporting requirements, even small payroll mistakes can lead to costly fines and unhappy employees. Here’s how we keep your payroll accurate, compliant, and stress-free:
Payroll Setup & Oversight
What it is: Setting up and managing your payroll system to ensure accuracy, compliance, and efficiency from day one.
Why it matters: A poorly configured payroll system can lead to incorrect payments, tax issues, and compliance risks.
Why you need us: We handle the setup, customization, and ongoing oversight, ensuring your payroll runs smoothly without errors.
Payroll Expense & Tax Reconciliations
What it is: Verifying payroll expenses and tax liabilities to ensure they match financial records and comply with tax regulations.
Why it matters: Payroll discrepancies can lead to financial misstatements, tax penalties, and inaccurate reporting.
Why you need us: We reconcile payroll expenses and taxes accurately, keeping your records clean and ensuring your books reflect the true financial picture.
Payroll Reporting & Compliance
What it is: Generating accurate payroll reports and ensuring compliance with federal, state, and local payroll regulations.
Why it matters: Inaccurate payroll reports can result in compliance issues, audits, and legal risks.
Why you need us: We provide clear, timely payroll reports while ensuring your business stays compliant with ever-changing payroll laws.
Payday,
simplified.
No more late nights wrestling with payroll.
Tax season without the headache.
Fewer forms, more peace of mind.
Taxes
Taxes are more than just a once-a-year task—they impact your business year-round. From filing accurate returns to managing estimated payments and resolving tax issues, staying compliant can be complex and time-consuming. We handle the details, minimize your tax burden, and ensure you stay in good standing with the IRS and state agencies. Here’s how we take the stress out of business taxes:
Business & Individual Tax Preparation
What it is: Preparing and filing accurate, on-time tax returns for you.
Why it matters: Tax laws are complex, and mistakes can lead to overpaying, missed deductions, or IRS penalties.
Why you need us: We handle every detail, ensuring you maximize deductions, stay compliant, and file with confidence—so you can focus on running your business.
Quarterly Tax Estimates
What it is: Calculating and filing quarterly tax payments to avoid underpayment penalties.
Why it matters: Businesses that fail to pay enough throughout the year can face unexpected tax bills and IRS penalties.
Why you need us: We keep you on track by accurately estimating and filing your quarterly taxes, so there are no surprises at year-end.
IRS & State Tax Resolution
What it is: Assisting with tax issues, audits, and payment plans when dealing with the IRS or state tax agencies.
Why it matters: Ignoring tax problems can lead to penalties, interest, and even legal action.
Why you need us: We work directly with the IRS and state tax authorities to resolve issues, negotiate payment plans, and find the best outcome for your business.
Fractional CFO
Financial success doesn’t happen by chance—it requires planning, tracking, and smart decision-making. Without clear KPIs, goals, and forecasts, businesses can struggle to grow efficiently. We provide the insights and strategies needed to help you plan ahead, stay on track, and reach your financial goals. Here’s how we help you build a stronger financial future:
KPI Tracking & Analysis
What it is: Monitoring and analyzing key financial metrics to measure your business’s performance.
Why it matters: Without tracking KPIs, you could be flying blind—it can be impossible to identify trends, spot inefficiencies, or make informed decisions.
Why you need us: We help you track, interpret, and act on the right financial metrics, giving you the clarity needed to drive growth and profitability.
Financial Goal Setting
What it is: Defining clear, measurable financial and business goals with actionable steps to achieve them.
Why it matters: Without a strategy, business growth can feel aimless, and financial success becomes harder to sustain.
Why you need us: We work with you to set achievable financial goals, track progress, and adjust strategies to keep your business moving forward.
Budgeting & Forecasting
What it is: Creating financial plans and projections to manage expenses, revenue, and cash flow effectively.
Why it matters: Poor budgeting and forecasting can lead to overspending, cash flow issues, and missed opportunities.
Why you need us: We provide data-driven budgeting and forecasting to help you stay on track, anticipate challenges, and make smarter financial decisions.
Cash Flow Management
What it is: Monitoring and optimizing the movement of money in and out of your business to ensure financial stability.
Why it matters: Poor cash flow management is the #1 reason small businesses fail. Without proper oversight, you risk running out of cash, missing payments, or struggling with unexpected expenses.
Why you need us: We help you stay ahead of cash shortages with real-time tracking, smart forecasting, and proactive strategies—so your business never gets caught off guard.
Financial clarity starts here.
See the big picture without the guesswork.