Financial solutions tailored for your business
Accounting, tax, payroll and CFO support, from first-year startups to established companies. Every engagement starts with the same core services, then you add only what you need.
Two ways to work with us
Managed Accounting
You run the business. We run the books.
We record the activity, close the month, and tell you what the numbers mean. It scales with your volume, and we set the right level when you come on board.
Own rental property? Rental Property Accounting is the same service, set up property by property and priced on rental revenue rather than business revenue.
Fractional CFO
A finance leader in the room.
Everything in Managed Accounting, plus forecasting, margin and pricing analysis, capital planning, and monthly management meetings.
When does this make sense? Usually when decisions start outrunning the books: a pricing change, a hire you cannot easily undo, a loan, or a raise. If you are asking questions your bookkeeping cannot answer, that is the signal.
Included in every package
Bookkeeping
Your transactions recorded, on cash or accrual.
Monthly reconciliations
Bank, card and loan accounts tied to statements.
Monthly financial statements
Balance sheet, profit and loss, and cash flow.
Unlimited consultations
Ask us about your numbers, any time.
A dedicated team
A primary bookkeeper, a backup, and an advisor who know your business.
Your accounting software
QuickBooks Online provided, set up and supported. Approved apps attach here.
Add what you need
Pick what fits how your business actually runs.
More volume
When there is more coming through
- Weekly or more frequent bookkeeping
- Bill pay and vendor payments
- Invoicing and payment tracking
- Receipt capture and matching
Filings
Dates you would rather not track
- Sales and use tax returns
- Contractor 1099s
- State annual reports
- Registered agent service
Payroll
From a single owner to a full team
- Each payroll processed from what you send us
- Payroll taxes submitted to the agencies
- Pay stubs for employees, records for you
- New hire reporting and year-end W-2s
Workers’ comp administration, benefit deductions and HR support available.
Looking ahead
Planning, not just history
- Budgets and forecasts
- KPI dashboards and custom reports
- Cash flow modeling and scenarios
- Grant application support
- Training for your team
Tax planning and preparation
A separate engagement that works alongside your accounting.
Tax planning
Three levels, depending on how much planning you want:
- Essential, one planning meeting and a plan
- Standard, adds revisions and year-round tax questions
- Complete, adds unlimited meetings and quarterly estimates
Tax preparation
Business, individual and nonprofit returns, including rental properties and K-1s from entities we do not prepare. Priced on revenue, states filed and complexity.
Not sure which fits?
Schedule a free consultation. We will look at your volume, your systems and your deadlines, and tell you honestly whether we are the right fit.