Services
Accounting, Tax & Advisory Services
Helping business owners stay organized, compliant, and financially confident.
See Our Services
What We Do
Services for your day-to-day and next steps
Bookkeeping, payroll, taxes, and the monthly conversations that turn your reports into informed decisions.
Monthly Bookkeeping
Monthly reconciliations, financial statements, and accounts payable and receivable support for a clear view of your finances.
ExplorePayroll & Compliance
Payroll processing, withholdings, employee setup, and quarterly and year-end filings.
ExploreTax Preparation & Planning
Individual and business returns, estimated taxes, year-round planning, and IRS notice support.
ExploreCFO & Advisory
Monthly financial reviews, cash flow forecasts, budgets, and practical guidance for business decisions.
ExploreNonprofit & Private School Accounting
Fund accounting, board reporting, scholarship reporting, internal controls, and AUP document preparation.
ExploreNew Business Setup
Entity selection, EIN, payroll setup, and a clean chart of accounts so the foundation is right from day one.
ExploreWho We Work With
Accounting that fits your organization
We focus on the organizations we know best and the accounting rules, reporting, and filings that come with them.
Private Schools
Fund accounting, tuition tracking, scholarship reporting, and AUP preparation built around the way schools actually operate.
Nonprofits
Restricted vs. unrestricted funds, grant tracking, Form 990 prep, and board reports your directors can actually read.
Churches
Contribution tracking, designated funds, payroll for pastoral staff, and clergy housing allowance handled correctly.
Small Businesses
Owner-operated businesses that need clean books, accurate payroll, and a clear picture of profitability every month.
Contractors
Job costing, 1099s, sales and use tax, and cash flow planning across long projects and uneven seasons.
Beyond the books
Closing the books is the start, not the finish. We walk through what the numbers mean, what to watch, and what to do next.
Year-Round Tax Planning
We look at estimated payments, entity structure, retirement contributions, and timing throughout the year, not just in March.
Cash Flow Planning
A simple, realistic forecast so you know whether you can hire, buy equipment, or take a draw without putting the business at risk.
Monthly Review Meetings
We sit down with your numbers each month, explain what changed, and flag what needs your attention before it becomes a problem.
Budgets & Board Reporting
Annual budgets, variance reports, and clean financial packets for owners, leadership teams, and boards of directors.
What Our Clients Say
In our clients’ words
"Our board reports used to take a week to put together and still raised questions. Now they're ready by the 15th and our directors actually understand them."
Executive Director
Nonprofit Organization
"They understand how a school operates: tuition, financial aid, restricted gifts, the AUP. We're not explaining the basics every year anymore."
Head of School
Private School
"Payroll, 1099s, sales tax: it just gets handled. I spend my time on jobsites instead of fighting with QuickBooks at the kitchen table."
Owner
Contracting Business