Our services.

  • Accounting & Bookkeeping

    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

  • Tax Services

    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

  • Business Support

    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

  • Advisory & Consulting

    Personal finance organization

    Accounting software setup and training (QuickBooks)

    Expense tracking and reporting guidance

    Financial goal planning support