Services

Full-Service Bookkeeping

Transaction categorization, bank and credit card reconciliation, and monthly reporting. We handle the books so you can focus on the job site.

Catch-Up Bookkeeping

Cleaning up and bringing current past months or years of bookkeeping. We rebuild your records from bank statements, receipts, and whatever else you have so your books are accurate and current.

Bill Payment

We manage your accounts payable so every bill gets tracked, scheduled, and paid on time. Up to 50 bills per month.

Invoicing

We track what customers owe you, apply payments as they come in, and provide accounts receivable reports so you always know where your money stands.

Payroll System Setup & Training

We set up your payroll system correctly from the start and walk you through how to run it yourself. You get a working system and the confidence to use it without calling for help every pay period.

QuickBooks Online Setup & Training

Get QuickBooks Online configured for your trade or service business and learn how to use it properly. We set up your chart of accounts, connect your banks, and walk you through the basics.

Business Tax Returns

Annual federal and state business tax return preparation with all required schedules. We know trade and service businesses, so nothing gets missed.

Personal Tax Returns

Individual federal and state tax return preparation including all income sources, deductions, and credits. Built for trade and service business owners whose personal and business finances overlap.

IRS Tax Representation

When the IRS sends a notice or starts asking questions, you don't have to deal with them yourself. We step in with power of attorney and handle the communication, negotiation, and resolution on your behalf.

Tax Audit Support

Assistance during IRS or state audits with document preparation, response drafting, and guidance through the audit process.

Tax Strategy

Proactive tax planning to minimize what you owe through entity structure, timing, deductions, and retirement strategies. Planning ahead beats scrambling in April.

External Controller

A second set of eyes on your books. We review and oversee the work your in-house team is doing, catch errors before they compound, and make sure your financial reports actually reflect reality.

Budgeting & Cash Flow Forecasting

Creating budgets and projecting cash flow so you can plan for expenses, spot shortfalls before they hit, and make decisions based on real numbers.

Fractional CFO

Part-time CFO-level support for your trade or construction business. Cash flow forecasting, financial analysis, and strategic planning without the full-time salary.