What We Do
Our Services
Full-spectrum accounting and advisory — tailored to where you are and where you want to go.
Tax Preparation & Planning
We handle all federal and state tax compliance while helping you plan proactively to reduce your tax liability year-round.
- ✓Individual (Form 1040) — including self-employed, rental income, investments
- ✓S-Corp, C-Corp, and partnership returns (Forms 1120/1120S/1065)
- ✓Sole proprietor and LLC filing
- ✓Multi-state returns
- ✓IRS notice response and audit representation
- ✓Year-round tax planning strategies and projections
- ✓Estimated quarterly tax calculations
Who this is for
- Individuals & families
- Freelancers & contractors
- Small businesses
- Mid-size corporations
Accounting
A disciplined financial foundation that brings clarity, control, and consistency to your business operations.
- ✓Day-to-day transaction recording and maintenance of accurate books
- ✓End-to-end monthly close and account reconciliations
- ✓Payables and receivables management
- ✓Payroll processing and compliance reporting
- ✓Accounting system implementation, cleanup, and optimization
- ✓Timely financial statements, including profit and loss, balance sheet, and cash flow
- ✓Catch-up and historical cleanup engagements
Business Advisory
Go beyond compliance with strategic guidance to grow your business, optimize cash flow, and plan for the future.
- ✓Business entity selection and formation (LLC, S-Corp, C-Corp)
- ✓Cash flow forecasting and budgeting
- ✓Profitability analysis and cost reduction strategies
- ✓Business valuation and transaction support
- ✓CFO-on-demand services for growing companies
- ✓Financial projections for investors or lenders
Nonprofit Services
Financial and operational support for mission-driven organizations, focused on transparency, accountability, and strong financial stewardship to support informed leadership and decision-making.
- ✓Form 990 and 990-EZ preparation and filing support
- ✓Grant accounting and restricted fund management
- ✓Board-level financial reporting and presentation support
- ✓Audit preparation, auditor coordination, and management letter responses
- ✓General ledger structure redesign and financial reporting optimization
- ✓Preparation, submission, and negotiation of indirect cost rate proposals
- ✓Budgeting, pricing, and cost analysis for program and business development proposals
- ✓Recommendation and implementation of financial systems and tools
- ✓Automation of financial processes, including online banking, credit cards, and expense management systems
Who this is for
- Nonprofits
- Foundations
- Religious organizations
- Civic groups
- Trade and Professional Associations
- International development organizations
Explore Each Service in Detail
Not sure which service you need?
Schedule a free 30-minute consultation and we'll walk you through exactly what makes sense for your situation.
Book a Free Consultation