Our Services

Accurate and timely financial records are the foundation of a successful business. Our accounting and bookkeeping services provide small to mid-sized businesses with the support they need to stay organized, make informed decisions, and maintain financial health.

We take the burden off your shoulders so you can focus on running your business—confident that your numbers are accurate, compliant, and working for you.

 Our Services Include:

• Day-to-Day Bookkeeping: Recording transactions, reconciling bank accounts, and maintaining up-to-date general ledgers.
   
• Financial Statement Preparation: Monthly, quarterly, and annual financial reports that provide clear insight into your business performance.
   
• Accounts Payable & Receivable Management: Organize and track your payables and receivables to ensure healthy cash flow.
   
• Payroll Support: Coordinate with your payroll provider or assist in processing accurate and timely payroll.
   
• QuickBooks Setup: Set up, optimize, and train you or your team on user-friendly accounting software.

Tax season shouldn’t be a time of stress or surprises. We provide year-round tax planning and preparation services designed to help small to mid-sized businesses minimize liabilities, stay compliant, and plan confidently for the future.

Our approach goes beyond filing returns—we work closely with business owners to develop customized strategies that align with your goals, reduce your tax burden, and avoid costly mistakes.

 Our Tax Services Include:

• Business Tax Return Preparation: Accurate and timely preparation of federal, state, and local tax returns for small and medium sized companies.
   
• Tax Planning & Strategy: We help you identify opportunities to minimize your tax liability. We work with you to understand your financial goals and develop a tax strategy that meets your needs.
   
• Quarterly Tax Estimates: Avoid surprises at year-end with properly calculated quarterly payments.

Running a successful business requires more than just keeping the books—it requires strategic financial insight to guide growth, improve profitability, and manage risk. Our Fractional CFO services provide small to mid-sized businesses with executive-level financial expertise without the cost of a full-time hire. 

Understanding how your business operates—and whether it's meeting internal policies, industry standards, or regulatory requirements—is critical for long-term success. Our Process & Compliance Audit services help small to mid-sized businesses identify inefficiencies, strengthen internal controls, and ensure adherence to key regulations.

We take a collaborative, risk-based approach to evaluate your processes, uncover gaps, and provide actionable insights that improve performance and reduce exposure. 

Managing your personal finances doesn’t have to be overwhelming. Whether you're planning for retirement, managing debt, saving for a major life event, or simply looking to take control of your financial future, our Personal Finance Consulting services are here to guide you every step of the way.

We provide practical, personalized advice to help you build a solid financial foundation and make informed decisions aligned with your goals and values. 

Our Services Include:

• Budgeting & Cash Flow Planning: Create a spending plan that supports your lifestyle and savings goals without sacrificing peace of mind.
   
• Savings & Goal Planning: Build a strategy to fund short- and long-term goals like buying a home, education, or travel.
   
• Retirement Planning: Determine how much you need to retire comfortably and build a roadmap to get there.
   
• Investment Education: Understand the basics of investing, risk tolerance, and how to align investments with your financial objectives (non-licensed guidance).
   
• Financial Wellness Checkups: Regular reviews to ensure your plan evolves with your life.