01

Monthly Books & Close

We assume responsibility for disordered ledgers, resolve historical discrepancies, and deliver a disciplined monthly close. Each cycle produces a clear profit-and-loss statement, balance sheet, and a concise narrative on items warranting your attention.

  • Bank and credit card reconciliations
  • Accounts payable and receivable remediation
  • Monthly management reporting
  • Year-end work-paper preparation
02

Tax Prep & Planning

Business and personal returns prepared with precision and filed punctually. We structure estimated payments thoughtfully and identify deductions and credits that less rigorous preparers routinely overlook.

  • C-corporations, S-corporations, partnerships, and LLCs
  • Multi-state filings for distributed teams and sales
  • Personal returns with rentals, K-1s, and securities transactions
  • Quarterly estimated tax calculations
03

Part-Time CFO

For enterprises between $2M and $20M in revenue that require strategic financial leadership without the commitment of a full-time executive. We participate in leadership discussions and ensure you comprehend the implications before consequential decisions.

  • Annual budgets and rolling forecasts
  • Cash-flow monitoring and runway analysis
  • Bank covenant and lender reporting packages
  • Pricing and margin analysis by product or engagement
04

Startup & Entity Setup

New ventures frequently select suboptimal structures or payroll configurations that prove costly to unwind. We establish your foundation correctly — from employer identification and state registrations through your inaugural payroll cycle.

  • Entity structure analysis — LLC, S-corp, or C-corp
  • Bookkeeping architecture and chart of accounts
  • Payroll provider configuration and classification guidance
  • First-year compliance calendar
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