What we do

Strategy first. Compliance follows.

Every engagement starts with understanding where you're going, then building the financial infrastructure to get there.

Tax compliance

Accurate. Defensible. On time.

We prepare federal, state, and local returns with a focus on accuracy, compliance, and alignment with your broader tax strategy.

Explore our specialty tax strategies →

Includes

  • S-Corp, Partnership, and Corporate returns
  • Individual returns for business owners
  • Multi-state filings when required
  • Support for notices related to prepared filings
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Fractional CFO

CFO-level insight without the CFO price tag.

You need strategic financial guidance, but you don't need a $200K/year hire. We give you cash flow forecasting, KPI tracking, and real advice — on demand.

Includes

  • Cash flow forecasting and management
  • KPI dashboards and performance reporting
  • Budgeting and profitability analysis
  • Strategic guidance for growth, restructuring, or exit planning
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Engagement scope is custom to each business. This is where most clients start.

Bookkeeping & reporting

Clean books. Clear picture. No surprises at tax time.

Your books tell a story. We make sure it's accurate — managing your financials directly so you always have a clear picture.

Includes

  • Monthly GL review and reconciliation
  • Financial statement review
  • Chart of accounts optimization
  • Cleanup of prior bookkeeping
  • Full-service bookkeeping — we handle everything
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Scope varies by engagement. Let us show you what this looks like for your business.

Payroll

Paychecks processed. Filings handled. No penalties.

Payroll mistakes are expensive — penalties, notices, angry employees. We handle processing and compliance so you don't have to think about it.

Includes

  • Payroll processing (weekly, biweekly, or monthly)
  • Federal and state payroll tax filings
  • W-2 and 1099 preparation
  • Reasonable compensation documentation for S-corps
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Priced based on payroll frequency and headcount. Scoped on the call.

Custom scope. Flat monthly fee.

Every engagement is scoped to your situation — no hourly billing, no surprise invoices. Ongoing engagements are scoped individually. We work with established businesses generating $500K or more in annual revenue.

Schedule your intake call