Twenty minutes. We map what you owe and what is late.
Precision bookkeeping and strategic advisory for your business growth.
- BookkeepingReconciled and closed monthly
- Tax ServicePrepared, reviewed, then filed
- PayrollRun, filed and remitted
- AdvisoryCFO-level guidance
Everything we file, every week
One calendar for every IRS deadline.
Federal returns, multi-state nexus, quarterly estimates and 1099 season. We track the obligations, the forms and the dates, and take them off your desk.
- Jan 31W-2 · 1099-NEC · 941
- Mar 151065 · 1120-S
- Apr 151040 · 1120
- Jun 151040-ES estimate
- Sep 15Estimates · extended 1065, 1120-S
- Oct 15Extended 1040
Four service lines that hand off to each other.
Bookkeeping feeds the return. Payroll feeds both. Advisory only works when the first three are clean. Buying them from one team is what makes the numbers agree.
Bookkeeping
Reconciled to the bank, closed monthly- Daily or weekly transaction coding
- Bank, card and merchant reconciliation
- AP and AR management
- Month-end close and management reporting
Tax Returns
Prepared, reviewed, then filed- Individual and self-employed returns
- Company, S-corp, partnership and trust returns
- Sales tax filings
- Quarterly estimates
Payroll
Paid on time, filed on time, every cycle- Pay run processing on any cycle
- Statutory deductions and remittances
- W-2 and 1099-NEC year-end reporting
- Federal and state payroll tax compliance
Advisory
The numbers, and what to do about them- Cash flow forecasting and scenario modelling
- Entity structure and owner compensation planning
- Budget versus actual reporting
- Pricing, margin and unit economics review
Books built around how your industry actually runs.
A restaurant, a gas station and an insurance agency do not close their books the same way. We set up the accounts, reports and tax calendar around yours.
Restaurants
Daily sales, tips and food cost, reconciled.Talk to us about restaurants- POS and delivery-platform sales reconciliation
- Food and labor cost tracking
- Tip reporting and tipped-employee payroll
- Sales tax filings and monthly reporting
Convenience stores
Cash, card and inventory in one close.Talk to us about convenience stores- Daily cash and card deposit reconciliation
- Inventory and cost of goods sold
- Vendor invoices and distributor statements
- Sales tax and payroll compliance
Gas stations
Fuel margins and in-store sales, kept separate.Talk to us about gas stations- Fuel versus in-store revenue and margin tracking
- Fuel and sales tax filings
- Card-processing fee review
- Multi-location books with consolidated reports
Real estate businesses
Property-level books and tax planning.Talk to us about real estate businesses- Rental and investment property books
- Depreciation and entity planning
- Agent and broker commission tracking
- Owner and investor reporting
Insurance agencies
Commissions reconciled to carrier statements.Talk to us about insurance agencies- Carrier statement and commission reconciliation
- Producer payroll and 1099 payments
- Agency financials and cash flow
- Quarterly estimates and owner tax planning
Medical and dental practices
Patient and insurance receipts, kept clean.Talk to us about medical and dental practices- Patient payment and insurance receipt reconciliation
- Practice overhead and supply cost tracking
- Staff and associate payroll
- Owner pay and entity planning
Trucking and transportation
Loads, fuel and driver pay in order.Talk to us about trucking and transportation- Revenue and settlements by load or driver
- Fuel and maintenance cost tracking
- Driver pay and 1099 contractor payments
- Fleet and owner-operator reporting
Construction and contractors
Job costing and progress billing.Talk to us about construction and contractors- Job costing by project
- Progress billing and retainage tracking
- Subcontractor payments and 1099s
- Work-in-progress reports for lenders and bonding
Retail and e-commerce
Inventory and sales across every channel.Talk to us about retail and e-commerce- Marketplace and processor payout reconciliation
- Inventory and cost of goods sold
- Multi-state sales tax tracking
- Margin reporting by product line
Salons and personal services
Chair rent, memberships and product sales, sorted.Talk to us about salons and personal services- Booth rent and commission payroll
- Recurring membership and package revenue
- Product sales and inventory
- 1099 payments and quarterly estimates
You should not have to chase your own accountant.
Four steps, two weeks.
Most of it lands on our desk, not yours.
A written scope and a fixed monthly fee, next day.
We take the ledger and build your filing calendar.
Closed monthly, filed early, pack in your inbox.
Tell us what you file. We will tell you what it costs.
Twenty minutes on a call, a written scope and a fixed monthly fee within one business day. If we are not the right fit, we will say so and point you somewhere better.