Contact Us
What We Do

You run your business — we'll run the numbers

BOSS — Back Office Support

The books, handled — so you don't have to. Bookkeeping, payroll, and the day-to-day financial upkeep that keeps your business running smoothly, without eating up your time.

Tools

QuickBooks Online, Dext Prepare, QuickBooks Time, ShareFile

What you get
  1. Bookkeeping & Reconciliation — accurate, up-to-date books so you always know where you stand
  2. Payroll Support — your team paid correctly and on time, every time
  3. Financial Reporting — clear monthly reports so you're never guessing
  4. Cloud-Based Systems — access your numbers anytime, from anywhere

Tax Plus

More than annual filing — Tax Plus means year-round planning so tax season never catches you off guard.

What you get
  1. Tax Preparation & Filing — accurate, on-time returns for your business and, where needed, you personally
  2. Proactive Tax Planning — strategies discussed throughout the year, not just in April
  3. Entity & Structure Guidance — making sure your business is set up in the most tax-efficient way
  4. Audit Support — a partner in your corner if the IRS comes calling

Advisory

Real help, every step of the way. We translate your financial data into insights you can actually act on — with a real person in your corner who knows your business and picks up the phone when you call. From your first year in business through the day you hand it off, we're by your side.

What you get
  1. Clear answers, not just numbers — we translate your financial data into insights you can actually act on
  2. A real person in your corner — someone who knows your business and picks up the phone when you call
  3. With you for the long haul — from your first year in business through the day you hand it off, we're by your side
  4. Getting Started Right — the systems, structure, and setup to build your business on solid ground
  5. Running the Business — ongoing guidance to help you manage cash flow, growth, and the decisions that come with them
  6. Planning Your Exit — a clear path for transitioning, selling, or passing on your business when the time comes

Special Projects

Not every need fits a monthly engagement. Our Special Projects services are available just in time — when you need focused expertise for a specific situation, without a long-term commitment.

What you get
  1. QuickBooks Setup & Cloud Conversion — get your books online so you (and your team) can access them anytime, anywhere, from any device
  2. Choosing the Right Business Entity — we help you weigh LLC, S-corp, and other options to find the structure that saves you the most in taxes
  3. Buying or Selling a Business — we structure the deal to protect your interests and minimize the tax hit
  4. Retirement & Benefit Plan Options — too many plans, too little clarity; we'll break down your choices and help you pick the right one for you and your employees
  5. Nonprofit Tax-Exempt Status — we handle the paperwork and process to get your organization approved by the IRS
  6. 1031 Exchange Planning — selling real estate? We'll run the numbers and explain the rules so you can decide whether a like-kind exchange makes sense
  7. IRS Audit Representation — if the IRS comes calling, we step in and handle it for you
  8. R&D Tax Credit Studies — if you're investing in new products, processes, or improvements, you may qualify for real tax savings; we'll find out
  9. Cost Segregation Studies — own real estate? We can accelerate depreciation to free up cash flow sooner