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Services

Everything a small business needs
from an accounting firm.

Four practices, one team. Bundle what you need or take the whole stack — pricing is flat, scope is clear, and your point of contact is the same person every time.

01 Bookkeeping

Books closed by the 15th. Every month.

We reconcile every account, categorize every transaction, and deliver clean financial statements monthly — accrual or cash, your choice. You'll know what your business actually did, in time to do something about it.

  • Monthly close with reconciled balance sheet, P&L, and cash flow
  • QuickBooks, Xero, NetSuite, or Wave — we work in your tool
  • Catch‑up bookkeeping for last month or last three years
  • Custom revenue / expense categories tailored to your business
  • Quarterly book reviews with your dedicated bookkeeper
Accrual or cash Multi-entity Inventory Class tracking
02 Tax preparation & planning

Year‑round tax. Not a March scramble.

Federal, state, and local for businesses, owners, and partners. We file what's due, plan what's coming, and find the credits and elections most firms don't bother to look for.

  • Business returns: 1120, 1120‑S, 1065, Schedule C, multi‑state
  • Personal returns for owners, partners, and key employees
  • Quarterly estimates so April isn't a surprise
  • R&D credits, S‑corp elections, accountable plans
  • IRS & state notice resolution — included, not extra
Federal All 50 states R&D credits QSBS
15
03 Payroll

Payroll that runs quietly in the background.

Setup once, run forever. We handle multi‑state filings, contractor onboarding, year‑end W‑2s and 1099s — so you can pay your team without thinking about it.

  • Bi‑weekly or semi‑monthly payroll, all 50 states
  • W‑2 employees and 1099 contractors, all in one place
  • Direct deposit, pay stubs, employee self‑service
  • Benefits sync (health, 401k) with major providers
  • Year‑end W‑2 and 1099 filings, mailed to recipients
Gusto Justworks Rippling ADP
04 Advisory & CFO services

A CFO‑level brain, on call.

Forecasts, runway, pricing, hiring math, fundraise prep. The thinking partner most teams don't get until they're much bigger — at a fraction of the cost of a full‑time hire.

  • Cash flow forecasts & runway models, updated monthly
  • Pricing & unit economics analysis
  • Fundraise prep: data room, financial model, investor Q&A
  • Quarterly business reviews with the executive team
  • Board package preparation when you have one
SaaS E‑commerce Agencies Brick & mortar
Worth saying out loud

What we don't do.

We don't sell investments. We don't write your business plan. We don't audit other firms' work. We don't take on clients we can't serve well — sometimes that means we'll point you to a better fit.

We're a CPA firm with one job: keeping your books, taxes, payroll, and financial decision‑making in great shape. That's it. If you need a tax controversy attorney or an audit firm, we'll happily refer you.

The flip side: when you ask us to do something, it gets done — properly, on time, by the same team that's been working with you all year.

Ready when you are

Pick the work.
We'll handle it.

Tell us what you need and we'll send a flat monthly quote within 24 hours.

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