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Professional Monthly Accounting Packages

Reliable, expert oversight designed to scale with your business. Choose the level of support that fits your current operational needs.

Essentials Bookkeeping

Best for: Solopreneurs & Micro-businesses

Core financial maintenance including monthly bank and credit card reconciliations, ensuring your transactions are properly categorized for tax readiness and basic financial visibility.

Monthly Accounting

Best for: Growing Small Businesses

Enhanced oversight featuring detailed profit & loss analysis and balance sheet reviews. We provide a deeper look into your business performance to help guide your operational decisions.

Back Office + Payroll

Best for: Established Teams

Complete administrative support including seamless payroll processing, accounts payable management, and vendor reporting. We handle the paperwork so you can focus on leading your team.

Controller Lite

Best for: Scalable Enterprises

Strategic financial guidance including cash flow forecasting and high-level internal controls. Professional controller insights without the full-time executive cost.

A La Carte Services

Select the specific accounting support your business requires with our flexible menu of individual services.

Cleanup / Catch-up Work

Forensic review and historical data entry to correct bookkeeping errors and bring your financial records up to date.

Payroll Support

Assistance with processing, filing, and reporting for your team’s payroll requirements.

Sales Tax Filing

Preparation and accurate submission of sales tax reports according to state and local regulations.

Individual Tax Return

Standard tax preparation for individual filers, focusing on precision and compliance.

Individual + Schedule C

Tax preparation for individuals with sole proprietorship or 1099 income reporting requirements.

Sole Prop / Single-Member LLC Return

Detailed business tax filing for independently owned companies and single-member entities.

Partnership / S-Corp Return

Comprehensive tax preparation for multi-member businesses and various corporate structures.

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