Bookkeeping & accounting
Monthly bookkeeping and month-end close for small businesses on QuickBooks Online, Xero and Wave.
- Bank and credit card reconciliations
- Monthly P&L and balance sheet
- Accounts payable and receivable
- Cash-to-accrual adjustments
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Our Services
Everything between the bank feed and the filed return.
Bookkeeping, tax preparation, payroll compliance and white-label support for CPA firms, delivered by one team that reconciles before it reports.
Catch-up & cleanup
Months or years behind? We rebuild the books from statements and clear the uncategorized balances.
- Historical reconciliations
- Misclassified transactions corrected
- Opening balances tied to the prior return
- Open-items list for the owner
Business tax returns
Federal and multistate returns for S corporations, partnerships, C corporations, trusts and nonprofits.
- Forms 1120-S, 1065 and 1120
- Trusts and estates (Form 1041)
- Nonprofits (Form 990 series)
- Extensions (Form 7004)
Individual tax returns
Personal returns from simple W-2 filers to self-employed owners, investors and nonresidents.
- Form 1040 with all schedules
- Nonresidents (Form 1040-NR)
- Amended returns (Form 1040-X)
- Estimated tax (Form 1040-ES)
Payroll & 1099 compliance
Payroll recorded and reported correctly, whichever provider you run it in.
- Quarterly Form 941 review
- Year-end W-2 checks
- 1099-NEC preparation and e-filing
- Sales tax tracking by state
International & foreign-owned
Books and filings for foreign-owned U.S. companies and U.S. owners of foreign entities.
- Form 5472 with pro forma 1120
- Form 5471 information returns
- Related-party transaction tracking
- Business formation support
Financial reporting
Statements and management reports owners, lenders and boards can rely on.
- Monthly and quarterly statements
- Budget versus actual
- Fixed asset and loan schedules
- Tax projections from actual results
Industry bookkeeping
Real estate, healthcare, e-commerce, trucking, law firms, SaaS, restaurants and more.
- Property-level rental reporting
- Marketplace payout splits
- IOLTA trust reconciliations
- Fleet and equipment tracking
White-label for CPA firms
Extra capacity under your firm's name, in your software, to your review standards.
- Return preparation with workpapers
- Client bookkeeping and cleanup
- Busy-season overflow
- NDA and non-solicitation first
How every engagement runs
One preparer, one reviewer, one fixed fee.
Every file has a named preparer and an independent senior reviewer. We quote a fixed fee after a free consultation, and you know the price before work starts.
- Reconciled to statements before anything is reported
- Open questions sent in one numbered list
- Documents exchanged through the secure Client Portal
- Replies within one business day
Free 30-minute consultation