Our Services
We help small and growing businesses with every part of their money. From daily bookkeeping to big picture CFO advice, we handle it all for you.
A Free Website for Your Business
Monthly clients get a free website, or a free redesign of their current one.
AI Receptionist
Answers calls, answers common questions and books appointments.
Online Booking
A booking calendar right on your website.
Lead Tracking
Every inquiry in one place, so nothing gets lost.
Automatic Follow-Ups
Text and email reminders, plus a text-back when you miss a call.
Review Requests
Make it easy for happy customers to leave a Google review.
Invoices and Payments
Simple invoicing and payment links.
Included at no extra charge with a qualifying monthly service. Setup, texting, calling and AI features are billed separately. See Included With Your Plan.
See What's IncludedPick a Service to Learn More
Click on any service below to see what is included, how it works, pricing, and common questions we get for each one.
Bookkeeping Services
Clean and accurate books ready by the 15th of every month. We match your bank accounts, make your profit and loss and balance sheet, and give you a tax ready package at the end of the year. Always correct, every time.
Payroll Services
Payroll that runs on time, every time. We handle direct deposit, tax filings, W-2s, and 1099s so you never miss a deadline or a detail. No stress, no surprises.
Tax Planning & Preparation
Smart tax planning that lowers your tax bill and keeps you compliant. We help with entity structuring, S Corp elections, cost segregation, and credits, all year long.
Fractional CFO Advisory
High level financial modeling, cash flow forecasting, and growth advice without the cost of a full time executive. We help you plan ahead and make smart money choices.
IRS Resolution & Audit Defense
Expert help with the IRS and the state for back taxes, audits, levies, liens, offers in compromise, penalty relief, and full audit prep. We deal with the IRS and the examiner so you do not have to.
Estate Planning
Tax smart succession planning, trust structures, and wealth protection to protect your family and lower estate taxes. We help you keep what you built safe for the people you love.
QBO Setup
Professional QuickBooks Online setup, migration, and training. We set up your chart of accounts, bank feeds, and tools right from day one so your books work the way they should.
Business Formation & Entity Structuring
Entity selection, LLC and S Corp filing, EIN, operating agreements, reasonable salary planning, and clean bookkeeping setup. Set up right from day one to legally lower your tax bill.
Sales Tax & Nexus Compliance
Multi state tracking, state registration with voluntary disclosure agreements, ongoing filing across every state where you are registered, and audit support. We keep you compliant everywhere you sell.
Outsourced Controller Services
Monthly close management, internal controls, financial statement review, and reconciliation oversight. Get the discipline of a full time controller without the big salary.
Trust & Estate Tax Preparation
Form 1041 tax return preparation for trustees, executors, and beneficiaries. Annual filings, Schedule K1 reporting, and ongoing trust compliance for trusts and estates that already exist.
Cost Segregation Studies
Speed up depreciation on your investment property with engineering based cost segregation studies done through vetted specialist partners. We handle the analysis, the coordination, and the tax return integration.
Real Estate and Investor Tax Preparation
Returns and planning for landlords, flippers and investors.
Premium Tax Advisory
Year-round planning for higher-income individuals and owners.
Strategic Business Planning
Budgets, forecasts and a plan for the next stage of growth.
Non-Profit Accounting and Tax
Books and filings for non-profit organizations.
Individual and Family Tax Services
Personal returns and planning for households.
Entertainment and Creator Tax Services
Support for artists, creators and influencers.
E-Commerce Tax Services
Sales tax and bookkeeping for online sellers.
Healthcare Practice Tax Services
Books and tax planning for medical and dental practices.
Mergers and Fund Tax Support
Tax support for acquisitions and investment funds.
Construction & Contractor Accounting
Job costing, progress billing, certified payroll, and contractor-specific tax planning that keeps your projects profitable and your books audit-ready.
Reach the people in charge
Book a free 1-on-1 call or send us a note — we review your numbers together, no ticket system, no junior staff.