We provide the services your small business is looking for. Schedule a discovery call and let us create a custom package for your small business needs.

  • Services Include:

    New Business Start-Up Services - Everything from helping you select the right entity and setting up your LLC to filing forms and setting up your bookkeeping software

    Bookkeeping Maintenance* - categorize transactions & reconcile bank statements each month

    Payroll Set-up & Management*

    Billing & Invoicing - Accounts Receivable Services

    Financial Reports - Income Statement, Balance Sheet, and Cash Flow at monthly, quarterly, or bi-annual intervals. Custom reports also available

    1099 & W-2 preparation and filing

    Quarterly Estimated Tax payment calculations

    Virtual CFO: Forecasting, Budgeting, and Alignment Advisory

    Consultations at monthly, quarterly, or bi-annual intervals

    Business Tax Return - 1120, 1120S or 1065 (Federal & State)

    Reasonable Compensation Analysis

    LLC Compliance & Maintenance

    Personal 1040 Tax Return (Federal & State)

    Personal Tax Advisory

    Schedule a Discovery Call

*Fee does not include bookkeeping or payroll software fees.

**Additional fee for bookkeeping catch-up or clean-up will be based on transaction volume.