Our Services
*Custom packages available. Only pay for what your business actually needs!
Comprehensive Bookkeeping Solutions
Monthly Bookkeeping
Categorizing transactions
Reconciliations
Monthly Financial Statements
Expense Tracking
Payroll Services
Pay Runs
Withholding and Tax Forms
Reporting
Financial Reporting
Profit and Loss Statements
Balance Sheets
Cash Flow Reports
Personal Tax Services
Individual Tax Preparation - Accurate filings for federal and state returns.
Tax Planning and Strategy - Minimize liabilities and maximize refunds.
Income and Expense Review - Ensure all deductions and credits are captured.
Amended Returns - Correct previously filed returns when needed.
IRS Correspondence Support - Help responding to notices or audits.
Year-Round Tax Advice - Guidance on financial decisions that impacts taxes.
Retirement & Investment Tax Planning - Optimize tax treatment of accounts and investments.
Self-Employment & Small Business Tax Filing - Support for freelancers and side businesses.
State & Local Tax Guidance - Navigate multi-state or local tax requirements.
Financial Record Review
Catch Up Bookkeeping
Fixing Neglected or Outdated Books
Clean Up Errors
Preparing for Tax Filing
Accounts Payable and Receivable
Invoice Management
Bill Payments
Customer Billing
Error & Discrepancy Detection - Identify mistakes, missing transactions, or duplicates.
Account Reconciliation - Compare statements to your books to ensure accuracy.
Historical Record Cleanup - Organize and correct past financial records.
Expense & Revenue Verification - Ensure all income and expenses are properly recorded.
Compliance Check - Verify records meet accounting standards and regulatory requirements.
Report Accuracy Review - Confirm financial statements reflect true business performance.
Internal Controls Assessment - Evaluate processes to prevent future errors.
Customized Recommendations - Provide actionable guidance to improve bookkeeping practices.