Services
Support for every part of your financial life
Choose a single service or combine several. Every engagement begins with understanding your situation.
Service selector
Not sure where to start?
Describe what you need in a sentence or two, and we'll point you to bookkeeping, tax preparation, tax planning, or advisory.
Accounting Services
Accurate, organized accounts that give you a dependable picture of your finances.
- General ledger setup and maintenance
- Account reconciliations
- Chart of accounts review and cleanup
- Year-end close support
Monthly Bookkeeping
Consistent monthly bookkeeping so your records stay current, not catch-up.
- Transaction categorization
- Bank and credit card reconciliations
- Accounts payable and receivable tracking
- Monthly review of open items
Financial Reporting
Clear statements that help you understand performance and make decisions.
- Profit & loss, balance sheet, and cash flow statements
- Monthly or quarterly reporting packages
- Period-over-period comparisons
- Plain-language walkthroughs of your numbers
Business & Individual Tax Preparation
Careful preparation and filing of returns based on the year that has already happened.
Looking for forward-looking guidance? See Tax Planning.
- Individual income tax returns
- Business income tax returns
- Organized document collection
- Electronic filing where available
Tax Planning & Strategy
Forward-looking conversations about decisions that may affect future tax outcomes.
- Year-round planning reviews
- Scenario analysis for major decisions
- Entity and compensation considerations
- Estimated tax payment guidance
Small-Business Advisory
A thoughtful sounding board for owners navigating growth and change.
- Budgeting and cash-flow planning
- Key metrics and performance reviews
- Financial process improvements
- Support for new business setup
Let's talk about your numbers.
Start with a no-pressure conversation about what you need.