Everything [handled].
Books closed, filings lodged, payroll running, forecasts current — one fee.
Your ledger, closed on a schedule you can plan around. Bank and card reconciliation, accounts payable and receivable, sales tax coding and a management pack in your inbox by the tenth of the following month.
- Daily or weekly transaction coding
- Bank, card and merchant reconciliation
- AP and AR management
- Month-end close and management reporting
- Catch-up and clean-up of neglected books
Individual and business returns, prepared by people who work in the IRS rules every day and reviewed by someone who did not prepare them.
- Individual and self-employed returns
- Company, S-corp, partnership and trust returns
- Sales tax filings
- Quarterly estimates
- Prior-year catch-up and voluntary disclosures
End-to-end payroll: gross-to-net, statutory deductions, remittances, year-end slips and the filings that sit behind them. Set up once, then it runs.
- Pay run processing on any cycle
- Statutory deductions and remittances
- W-2 and 1099-NEC year-end reporting
- Federal and state payroll tax compliance
- Contractor payments and 1099 / TPAR reporting
Forecasting, entity structure, cash flow and tax planning. The work that happens before the year closes, when the decisions are still available to you.
- Cash flow forecasting and scenario modelling
- Entity structure and owner compensation planning
- Budget versus actual reporting
- Pricing, margin and unit economics review
- Virtual CFO engagements and board reporting
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
We join what you already run.
Not sure which package you need?
Tell us your entity count and roughly how many transactions a month. We will scope it on a call and put a fixed fee in writing.