Monthly bookkeeping

Bank and credit card reconciliation

Accounts payable and accounts receivable management

Financial statement preparation (internal use)

Budgeting and cash flow tracking

Chart of accounts setup and maintenance

Individual tax preparation

Business tax preparation (Sole proprietorship, LLC, partnership)

Tax planning and strategy guidance

IRS and state tax correspondence support

Year-round tax advice and Q&A

Startup accounting setup

Business entity selection guidance (non-CPA advice only)

Payroll setup and consultation

Financial process and system recommendations

Bookkeeping cleanup for new or existing businesses

Personal finance organization

Accounting software setup and training (QuickBooks)

Expense tracking and reporting guidance

Financial goal planning support