Our Services

Streamline your financial operations by booking an appointment with our expert bookkeeping team. Discover how precise and professional record-keeping can propel your business forward.

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Monthly Recurring Services

We offer comprehensive monthly financial support tailored to your business needs. Our services are designed to streamline your operations, improve financial visibility, and support growth—all with the consistency and reliability you can count on.

Bookkeeping
Accurate, up-to-date books with monthly transaction categorization, reconciliations, and financial reporting.

Accounts Payable Entry
Timely recording and management of vendor bills to help you maintain healthy cash flow and avoid late payments.

Payroll Services
Full-service payroll processing, including wage calculations, tax filings, and direct deposits—ensuring your team is paid accurately and on time.

Fractional CFO Services
Strategic financial leadership on a part-time basis. We help with budgeting, forecasting, cash flow planning, and financial strategy to drive smart business decisions.

Controller Services
Oversight of accounting operations, financial reporting, and compliance to ensure accuracy, consistency, and control over your financial processes.

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Catch-up Bookkeeping

Fell behind on your books? You're not alone—and it's fixable.
Whether it's been a few months or a few years, our catch-up bookkeeping service is designed to help busy business owners like you get current without the overwhelm.

We specialize in organizing past financial records, cleaning up accounts, and getting everything tax-ready—fast, accurately, and without judgment. It’s the perfect solution if you’ve been handling things on your own or couldn’t afford ongoing bookkeeping until now.

What You Get:

  • Full review and cleanup of past transactions

  • Bank and credit card reconciliations

  • Clear, accurate financial reports

  • Peace of mind before tax time or big decisions

Affordable. Reliable. No lectures—just solutions.
Let us handle the backlog so you can focus on moving your business forward.

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Personal Tax Services

Make tax season stress-free with expert help.
Our end-of-year tax services are designed to simplify your personal tax filing. Whether you're a W-2 employee, freelancer, small business owner, or have multiple income sources, we prepare and file your 1040 individual tax return accurately and on time.

We’ll help you maximize deductions, stay compliant, and avoid surprises—so you can file with confidence and keep more of what you earned.

What’s Included:

  • Preparation and filing of your federal and state 1040 return

  • Support for W-2, 1099, and small business income (Schedule C)

  • Review of deductions, credits, and tax-saving opportunities

  • E-filing for fast and secure submission

  • Optional support with estimated taxes and tax planning

Clear pricing. No hidden fees. Personal, professional service.
Let us take the headache out of tax season—so you can relax and move forward.

Contact us

Interested in working together? Fill out some info and we will be in touch shortly. We can’t wait to hear from you!