01
Tax Preparation & Filing
Year-round tax readiness, preparation, and filing assistance — federal, state, and local. We work with your CPA or refer one when needed.
- Quarterly estimates
- Filing assistance
- Document preparation
Services
A complete back-office, delivered remotely.
We support businesses with the full breadth of finance and administrative work. Structured engagements, transparent pricing, and consistent monthly delivery.
02
Bookkeeping & Reconciliations
Accurate, on-time bookkeeping with monthly bank, credit card, and merchant reconciliations. Always audit-ready.
- Daily and weekly entry
- Bank reconciliations
- Chart of accounts setup
03
Accounts Payable & Receivable
Invoicing, payment runs, expense categorization, and collections — managed end-to-end so cash keeps moving.
- Vendor management
- Client invoicing
- Expense tracking
04
Financial Reporting
Monthly financial statements, management reports, and cash flow forecasts that turn numbers into decisions.
- P&L and balance sheet
- Cash flow forecasting
- Custom KPI dashboards
05
Records & Documentation
Organized, accessible, and protected financial records — maintained continuously and ready when you need them.
- Digital archiving
- Document workflows
- Secure storage
06
Compliance & Admin Support
Regulatory filings, documentation, and general business support reasonably related to financial operations.
- Regulatory filings
- Policy documentation
- Ad hoc admin support
And more, including general business support reasonably related to financial operations, as agreed.
Discuss your needs