Services
Accounting, Tax & Advisory Services Built for Growth
Helping business owners stay organized, compliant, and financially confident.
What We Do
The day-to-day work that keeps you running
Bookkeeping, payroll, taxes, and the monthly conversations that turn your reports into informed decisions.
Monthly Bookkeeping
Accurate, reconciled books every month so you always know what you've earned, what you've spent, and what's actually in the bank.
ExplorePayroll & Compliance
On-time payroll, accurate withholdings, and clean quarterly and year-end filings — so your team gets paid right and your filings stay clean.
ExploreTax Preparation & Planning
Year-round tax planning and on-time filing for businesses, owners, schools, and nonprofits — fewer surprises, fewer dollars owed.
ExploreCFO & Advisory
Monthly review meetings, cash flow forecasts, and budget vs. actuals to help you make informed decisions before problems show up.
ExploreNonprofit & Private School Accounting
Fund accounting, board-ready reports, AUP support, and the internal controls auditors and boards expect.
ExploreNew Business Setup
Entity selection, EIN, payroll setup, and a clean chart of accounts — so the foundation is right from day one.
ExploreWhat Business Owners Really Want
Outcomes that actually matter
Understand Your Numbers
Plain-English explanations of your P&L, balance sheet, and what they mean for your next move.
Improve Cash Flow
Know what's coming in, what's going out, and how much is actually safe to spend.
Stay Tax Compliant
Payroll, sales tax, 1099s, and filings handled on schedule — no late notices, no penalties.
Make Better Decisions
Monthly insights and clear reports so you hire, invest, and plan with confidence.
Save Time
Stop wrestling with QuickBooks at night and get back to running your business.
Grow With Confidence
Clean books and proactive planning that give you a solid foundation to scale.
Who We Work With
Specialized experience in the industries we serve
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
The advisory work that helps you make decisions
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.
Why Clients Stay
What it's like to work with us
You Talk to the Same People
No call centers, no rotating account managers. You work directly with the team that knows your file.
Industry Experience
Years of hands-on work with schools, nonprofits, churches, contractors, and small businesses — not generic bookkeeping.
Proactive, Not Reactive
We catch issues during the month — not nine months later when the CPA is finalizing the return.
Clear Communication
Plain English, prompt replies, and answers you can actually use to make a decision.
Our Experience
A firm built on real expertise
5 Core Industries
Deep specialization in small businesses, nonprofits, churches, private schools, and contractors.
Year-Round Support
Monthly closes, quarterly reviews, and proactive tax planning — not just a March rush.
Full-Service Firm
Bookkeeping, payroll, tax preparation, and advisory under one roof — no juggling multiple vendors.
Monthly Advisory Reviews
Regular meetings that turn your financial reports into clear, actionable next steps.
What Our Clients Say
What it sounds like in practice
"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
Ready to Simplify Your Finances?
Tell us a bit about your business, school, nonprofit, or church and we'll show you exactly how we'd help.