Services
For your business.
For your household. For you.
Eight services, one small team, no guesswork. Here's exactly what's included with each — and who it's built for, business or personal.
Bookkeeping
Your general ledger, reconciled and accurate every month — not just at tax time.
- Monthly transaction categorization
- Bank & credit card reconciliation
- Accounts payable / receivable tracking
- Monthly profit & loss statements
- Balance sheet maintenance
- Clean books handed to your tax preparer (or to us) at year-end
Business owners who'd rather run their business than reconcile a bank feed.
Individual & Business Tax Preparation
Preparation and filing for both sides of your financial life, handled together.
- Individual tax return preparation & filing
- Business tax return preparation & filing
- Quarterly estimated tax calculations
- Prior-year return review
- Year-round questions answered — not just in April
- E-filing with confirmation
Anyone filing taxes — whether that's a household return, a business return, or both together.
Tax Planning
A proactive strategy built around your goals — personal or business — not a reaction to last year's return.
- Credit & deduction review, individual or business
- Entity structure guidance (LLC, S-corp, etc.)
- Mid-year tax projections
- Owner compensation & distribution strategy
- Year-end planning checklist
- Ongoing strategy check-ins
Individuals and established businesses ready to stop overpaying and start planning ahead.
Payroll Services
Payroll set up and run correctly, on the platform that fits your business.
- ADP setup & ongoing processing
- Paychex setup & ongoing processing
- QuickBooks payroll setup & processing
- Employee onboarding in your payroll system
- Payroll tax filing & reconciliation
- Year-end W-2 / 1099 preparation
Business owners who need payroll to just run correctly, on the system they already use or want to switch to.
Budgeting & Financial Strategy
A real, working budget — for your household or your business — built around what actually comes in and goes out.
- Household budget setup & tracking
- Business cash-flow budgeting
- Debt payoff & savings planning
- Monthly or quarterly budget reviews
- Adjustments as income or expenses change
- Plain-language guidance, no jargon
Anyone who wants to know exactly where their money is going — no business required.
Virtual CFO Services
The financial oversight of a CFO, without the full-time salary — for businesses that have outgrown basic bookkeeping.
- Cash flow forecasting
- Monthly financial review & key metrics
- Budget-to-actual tracking
- Pricing & margin analysis
- Support for major financial decisions
- Investor- or lender-ready financials
Growing businesses that need strategic financial guidance, not just data entry.
QuickBooks Setup & Cleanup
A QuickBooks file that's actually set up right — from scratch, or untangled from years of mess.
- New company file setup
- Chart of accounts built for your business
- Historical cleanup & reconciliation
- Bank & credit card feed connections
- Duplicate & miscategorized transaction fixes
- Staff training on day-to-day use
Anyone starting fresh in QuickBooks, or inheriting a file that's a mess.
Business Financial Consulting
A sounding board for the bigger financial decisions, grounded in your actual numbers.
- Pricing & profitability review
- Growth & expansion planning
- Entity structure & ownership questions
- New venture & startup financial guidance
- One-off strategy sessions
- Ongoing advisory relationships
Owners weighing a big decision who want an experienced, honest second opinion.
Questions
Before you book.
Yes, absolutely. A lot of our clients come to us for personal tax prep or help building a household budget, no business involved at all.
Yes. Whether you've been operating for ten years or ten weeks, we'll start with a consultation to see exactly where your books stand and build from there.
We work directly in ADP, Paychex, and QuickBooks — setting payroll up, running it each period, and keeping it reconciled with your books.
Yes — that's actually where most of the savings show up. We look at both together so nothing falls through the cracks between the two.
Very common, and very fixable. We'll start with a cleanup of prior periods before moving to a regular monthly cadence.
As often as you need. Monthly check-ins are standard, but questions don't wait for a scheduled call — reach out any time.