1. Bookkeeping & Financial Management

Keeping your numbers clean and your business thriving.

• Monthly bank and credit card reconciliations
• Accurate financial reporting (Profit & Loss, Balance Sheet, and Cash Flow)
• Expense tracking and categorization
• Accounts receivable and payable management
• Cash flow monitoring and forecasting

💡 Why it matters:
Accurate books mean better decisions, less stress at tax time, and more confidence in your business growth.

2. Payroll & Compliance Solutions

Accurate payroll. Happy team. No compliance headaches.

• Payroll processing (direct deposit, taxes, and benefits)
• Quarterly and annual tax filings
• Employee and contractor payments
• Compliance with federal and state labor laws
• 1099 and W-2 preparation

💡 Why it matters:
You focus on growing your team. I’ll handle the details that keep you compliant and your employees paid on time.

3. Strategic Advisory & Consulting

Your numbers tell a story. I help you read it.

• Budget creation and forecasting
• Profitability analysis
• Cost-cutting strategies
• Grant and funding tracking (for non-profits)
• Custom financial strategy for scaling your business

💡 Why it matters:
Stop guessing. Start making data-driven decisions that help you grow and thrive.

4. Tax Preparation & Audit Support

Taxes don’t have to be terrifying. I’ve got you covered.

• Year-end tax preparation and filing
• Deduction tracking and optimization
• Sales tax reporting
• Grant and donor audit support (for non-profits)
• IRS and state audit assistance

💡 Why it matters:
No surprises. No missed deductions. Just smooth, stress-free tax filing.