01
Tax Preparation & Planning
Done right, done on time, done with you.
Personal and business returns plus year‑round planning, so April is just another month and not a four‑letter word.
- Individual (1040) returns
- Business returns (1120, 1120‑S, 1065, Schedule C)
- Multi‑state filings
- Quarterly estimated payment guidance
- Year‑end tax planning conversations
- Audit support and notices — we handle the scary mail
02
Bookkeeping
Clean books without the cleanup panic.
Monthly bookkeeping you can actually understand — for restaurants, retail, real estate, trades, and just about any business that doesn't love spreadsheets.
- Monthly transaction categorization & reconciliation
- Monthly P&L and balance sheet you can read
- 1099 prep and filing
- Sales tax filings
- Catch‑up bookkeeping (we don't judge the shoebox)
- Smooth year‑end handoff into your return
03
QuickBooks
Setup, cleanup, and the occasional rescue mission.
Certified QuickBooks ProAdvisors. Whether you're brand new or knee‑deep in 'why does this report look like that?' — we've got you.
- QuickBooks Online setup & training
- Chart of accounts design
- Cleanup of existing files
- App integrations (banking, billing, payroll)
- One‑on‑one walkthroughs
- Ongoing support so you stop Googling everything
04
Payroll Services
Pay your team. Pay the IRS. Go home.
Bi‑weekly or semi‑monthly payroll, direct deposit, and every filing handled. You sign off, we send the money, life goes on.
- Bi‑weekly or semi‑monthly payroll runs
- Direct deposit & digital paystubs
- Federal, state & local payroll tax filings
- New hire reporting
- Year‑end W‑2 and 1099 preparation
- Workers' comp coordination
05
Business Entity Selection
LLC? S‑corp? Sole prop? We've got opinions.
Pick the right structure from day one — and revisit it when revenue, team size, or your goals change. Avoid expensive 'oops' moments.
- Entity comparison (LLC, S‑corp, C‑corp, partnership)
- Formation guidance & filings
- Owner compensation strategy
- S‑corp election timing
- Multi‑entity planning
- Plain‑English answers to all your what‑ifs
06
Cash Flow Management
See what's coming before it gets here.
Cash flow forecasts and friendly check‑ins so a slow month never feels like a surprise attack — and a great month gets put to good use.
- Rolling cash flow projections
- Receivables & payables review
- Owner draw & distribution planning
- Tax reserve guidance
- Seasonal cash planning
07
Business Valuation
What's your business actually worth?
Honest valuations for sales, partnerships, buy‑ins, divorces, estate planning — or just because you're curious. (We get it.)
- Valuation analysis & report
- Partner buy‑in / buy‑out support
- Estate & succession planning input
- Coordination with attorneys & advisors
08
Business Consulting
A friendly outside brain on speed dial.
Pricing, hiring, expansion, exit. Bring us the question — we'll bring the spreadsheets and a real opinion.
- Pricing & profitability analysis
- Hiring & expansion planning
- Process & systems review
- Owner compensation strategy
- Exit & succession conversations
09
Debt & Finance Advising
Get the debt off your back.
A grown‑up, judgment‑free plan to pay things down, free up cash, and breathe a lot easier.
- Debt payoff strategy
- Loan & line‑of‑credit guidance
- Refinancing analysis
- Cash flow restructuring
- Lender package preparation