Services

Our services.
Built around your business.

It starts with a conversation.

  • We talk about your goals, where your books stand today and what reports you need.
  • We send a clear proposal with the right mix of monthly, year-end and one-time services, with no surprises.
  • Once you approve, we get started right away.
01 · Ongoing

Monthly bookkeeping

Tailored to your business and to what you want off your plate. Accurate, on time, every month.

  • Record and categorize every incoming and outgoing transaction
  • Send customer invoices and flag late payments early
  • Enter vendor bills and keep payments on schedule
  • Payroll processing and payroll tax filings
  • Reconcile every bank, credit card and loan account
  • Monthly Profit & Loss, Balance Sheet and cash-flow reports, plus custom reports you need
  • Receipts captured and matched, so records are always audit-ready
02 · Business setup

Registration & entity changes

Start right or change your structure as you grow, with the paperwork and books handled together.

Business registration

  • LLC or corporation formation in any U.S. state
  • EIN (federal tax ID) application
  • State tax and payroll account registration
  • Chart of accounts and bank feeds set up from day one

Entity changes: LLC to S corp and more

  • S corporation election (IRS Form 2553)
  • LLC, partnership and corporation conversions
  • Owner payroll set up for reasonable salary
  • Books restructured for the new entity
03 · One-time projects

Custom services

For businesses that need to get organized, catch up or set things up properly.

Clean-up & catch-up

Books behind or disorganized? We bring them current and fix the history.

Accounting setup & migration

Move from spreadsheets to QuickBooks Online, Xero or Wave, built around how you work.

Document management

Receipt capture and a simple system for bills and records.

Process improvement

Simpler invoicing, bill pay and approval workflows that save you time.

04 · Year-end

Year-end reporting

We finalize everything your CPA or tax preparer needs, so tax season isn't a scramble.

  • CPA-ready year-end financial statements
  • 1099-NEC preparation and filing for contractors
  • W-2 and payroll year-end reports
  • Organized year-end package delivered to your tax preparer

We prepare bookkeeping records, reports and business filings. Whether an S corp or another structure is right for you, and your income tax returns, should be confirmed with your CPA, enrolled agent or attorney. We're happy to work alongside them.

Free evaluation

Let's look at your books together.

Schedule a free evaluation. We usually reply within one business day.

Schedule a Free Evaluation