Our Services
Every service below is booked, paid, and delivered as a single project. Pick one, combine a few, or ask us to build a custom scope — either way, there's exactly one invoice.
If your transactions have piled up uncategorized, or your ledger has miscoded entries and duplicate charges, we work through the backlog and bring your bookkeeping current — anywhere from a single month to a full twelve-month cleanup.
We match every transaction on your bank and credit card statements against your bookkeeping records, one line at a time, until the two agree. Any gaps — missing deposits, unrecorded fees, timing differences — are flagged and resolved.
We configure your payroll system from scratch — employee records, pay schedules, and tax withholding elections — and stay hands-on through your first pay cycles so everything runs correctly from day one. This is a setup and support project, not an ongoing payroll subscription.
Once your ledger is reconciled, we prepare a clear set of financial statements — built to a standard format lenders and partners expect, and organized so you can actually read what your business is telling you.
We build your chart of accounts around how your business actually earns and spends money, configure your accounting software correctly, and migrate any existing data so nothing is lost in the switch.
We close out your books for the year, reconcile every account one final time, and organize contractor and employee data so your CPA or filing service has everything they need — without the back-and-forth.
We sort through outstanding vendor bills and unpaid customer invoices, match them against payments already made or received, and hand you a clear, current picture of what's actually owed on both sides.
We calculate what's owed for the filing period, prepare the return workpapers, and get the figures organized and filing-ready for the applicable state portal — a support service, not certified tax representation.
Using your historical bookkeeping data, we build a straightforward budget and short-term cash flow projection — a one-time planning report you can use to make decisions, not a recurring advisory retainer.
Starting a business from zero? We set up your entire bookkeeping foundation — accounts, categories, and record-keeping habits — so you begin with a system that will actually hold up as you grow, instead of a shortcut you'll redo later.
Tell us what's going on with your books or payroll
and we'll recommend the right one-time scope.