Services
Five focused services, each done thoroughly — accounting, bookkeeping, reconciliation, tax preparation, and tax advice.
General Accounting
Ongoing accounting support to keep your financial records accurate, organized, and audit-ready. From chart-of-accounts setup to monthly close, the day-to-day fundamentals are handled so you can focus on running your business.
- Monthly and quarterly close
- Financial statement preparation
- Chart of accounts setup & maintenance
Bookkeeping & Contract Work
Recurring or project-based bookkeeping, scoped to fit your needs — whether that's a few hours a month or a defined contract engagement for a specific project or transition.
- Accounts payable & receivable
- Payroll support
- Short-term & contract engagements
Account Reconciliation
Careful reconciliation of bank accounts, credit cards, and general ledgers to catch discrepancies early and keep your books trustworthy before they reach tax time or a lender.
- Bank & credit card reconciliation
- Ledger clean-up & catch-up work
- Discrepancy investigation
Tax Preparation
Accurate, timely preparation of individual and business tax returns, with attention to the details that keep filings correct and complete.
- Individual & business returns
- Quarterly estimated taxes
- Prior-year catch-up filing
Tax Advisory
Year-round tax planning and advice, so major decisions — a new business structure, a large purchase, a life change — are made with the tax impact already in view.
- Tax planning & strategy
- Entity structure guidance
- Year-round questions, not just tax season
Not sure which service fits?
Reach out and we'll figure it out together.