We track income and expenses, providing a clear picture of where money is coming from and where it is being spent. 

Regularly comparing the business's internal financial records with bank and credit card statements to identify and resolve discrepancies, ensuring accuracy and preventing fraud.

This process helps in keeping financial data reliable and up-to-date. 

Receive essential financial reports such as profit and loss statements, balance sheets, and cash flow statements, providing valuable insights into the business's financial health.

These reports are crucial for informed decision-making and strategic planning. Available annually, quarterly, monthly, or on a custom schedule as part of your preferred bookkeeping plan.

Ensure that financial records are prepared accurately for tax season, assisting in the generation of necessary financial documents and ensuring compliance with tax regulations. Receive provided or discounted tax preparation services from a staffed Enrolled Agent.

Let us handle your payroll administration, including calculating wages, deductions, and processing payments to employees.

We will manage related tax withholdings, benefits, and compliance with labor laws so you don’t have to.

Bookkeeping and tax preparation services are available to you no matter where you are! With simple client portals we can get you in and out whether it’s a complex deliverable or your annual 1040.