01
Bookkeeping
Monthly reconciliation and categorized transactions, so your financials are accurate and ready whenever you — or a lender — need them.
- Bank & credit card reconciliationMONTHLY
- Profit & loss, balance sheetREPORTS
- Accounts payable & receivableTRACKED
- Payroll supportOPTIONAL
02
Tax Preparation
Individual and business returns prepared from books that are already reconciled — fewer surprises, no scrambling in April.
- Individual & business returnsANNUAL
- Quarterly estimated payments4x / YR
- LLC, S-corp & sole prop filingsENTITY
- IRS correspondence supportAS NEEDED