Our services

Our services and solutions

Discover how our cutting-edge software can transform your operations and help you achieve unparalleled success.

  • Monthly Bookkeeping
  • Tax Preparation & Filing
  • Financial Statements & Reports
  • Payroll Posting & Reconciliation
  • Catch-Up & Backlog Bookkeeping
  • QuickBooks Online Setup & Cleanup
  • Small Business Advisory
  • Monthly Bookkeeping
  • Tax Preparation & Filing
  • Financial Statements & Reports
  • Payroll Posting & Reconciliation
  • Catch-Up & Backlog Bookkeeping
  • QuickBooks Online Setup & Cleanup
  • Small Business Advisory
Bookkeeping

Efficient bookkeeping solutions for organized financial management

Efficient bookkeeping, tracking expenses, and managing cash flow.

  • Better financial insights
  • Streamlined operations
  • Time-saving efficiency
Tax preparation

Tax preparation services for minimizing liabilities and returns

Accurate tax filing, minimizing liabilities, ensuring compliance, and peace of mind.

  • Deduction maximization
  • Timely submissions
  • Reduced audit risks
Financial planning

Services ensuring compliance and financial security

Customized plans for wealth accumulation, retirement, and achieving financial goals.

  • Goal-oriented strategies
  • Optimized investments
  • Financial security
payroll

Payroll Posting & Reconciliation

Recording and reconciling payroll entries from Gusto, ADP, Paychex, QuickBooks Payroll, etc., including liabilities and taxes.

  • Paychex
  • QuickBooks Payroll
  • Liabilities and taxes
Bookkeeping

Catch-Up & Backlog Bookkeeping

Fixing overdue or inaccurate books, correcting errors, and restoring financial records to IRS and lender standards.

  • Reconcile and correct financial discrepancies
  • Restore and organize overdue records
  • Prepare accurate financial statements
Tax preparation

QuickBooks Online Setup & Cleanup

New QBO file setup, custom chart of accounts, historical cleanup, and migration from spreadsheets or other software.

  • Set up a new QuickBooks Online
  • Design a custom chart of accounts
  • Migrate and clean up historical data
Financial planning

Small Business Advisory

Basic budgeting, cash-flow planning, and accounting guidance for new LLCs, solopreneurs, freelancers, and service-based businesses.

  • Create startup budgets and cash-flow forecasts
  • Provide foundational accounting setup and guidance
  • Offer ongoing financial support and education
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