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Accounting & Bookkeeping

  • Monthly reconciliations, AR/AP support, close packages, financial statements.

  • Deliverables: P&L, Balance Sheet, Cash Flow, management notes.

Tax Preparation & Planning

  • Individuals & businesses.

  • Year-round planning, estimated tax guidance, entity strategy.

Business Management & Consulting

  • Secure bill pay, scheduled payments (ACH/wire).

  • Personal Financial Statements

  • Insurance Coordination and reimbursement

  • Vendor onboarding, 1099 Filings

  • Investment and Cash Flow Management

Payroll

  • In-house Payroll Department

  • Setup, onboarding, pay schedules, taxes/filings, year-end form