Our Services
Bookkeeping is the core of our work. When you need more, we can also handle tax preparation and advisory support.
Full-Service Bookkeeping
Monthly bookkeeping that keeps your transactions categorized, accounts reconciled, and reports ready when you need them.
Catch-Up Bookkeeping
Bringing backlogged books current. We sort through past transactions, reconcile accounts, and rebuild a clean financial history that holds up to tax filings and lender review.
Bill Payment
Accounts payable handled for you. Bills tracked, scheduled, paid on time, and recorded in your books.
Ecommerce Accounts Receivable Payment Matching
Match ecommerce payouts to sales, fees, refunds, and deposits so your books reflect what actually happened on every channel.
Payroll System Setup & Training
One-time payroll system configuration and hands-on training so you can run payroll yourself with confidence.
IOLTA Reconciliations and Trust Accounting
Three-way reconciliations and trust account support for attorneys handling client funds under state bar rules.
QuickBooks Online Setup & Training
We configure QuickBooks Online for your business and train you to use it properly from day one.
TaxJar Setup
One-time TaxJar configuration for ecommerce sellers. Connect your sales channels, set up nexus tracking, and get sales tax workflows running correctly from the start.
Sales Tax Management
Sales tax handled from calculation to filing. Rate tracking, nexus monitoring, and on-time returns through TaxJar.
Business Tax Returns
Annual federal and state business tax return preparation with all required schedules and forms. Returns are built from clean books and filed accurately, on time, by an Enrolled Agent.
Not-for-Profit Tax Return Preparation
Form 990 and 990 postcard preparation for tax-exempt organizations. We handle the annual filing so your nonprofit stays in good standing with the IRS and remains transparent to donors and the public.
Personal Tax Returns
Individual federal and state tax return preparation for the owners of our business clients. Coordinated with your business return so nothing gets missed.
IRS Tax Representation
Direct representation before the IRS for notices, audits, and collection matters. As an Enrolled Agent, Gina has the federal authority to communicate with the IRS on your behalf and work toward a resolution.
Tax Audit Support
Help preparing documents, drafting responses, and navigating an IRS or state tax audit from start to finish.
Tax Strategy
Proactive tax planning that looks at entity structure, timing of income and expenses, available deductions, and retirement contributions. The goal is to reduce what you owe before the year ends, not after.
External Controller
Oversight and review for businesses with in-house accounting staff. A second set of eyes on the books and reporting.
Budgeting & Cash Flow Forecasting
Building budgets and cash flow projections so you can plan ahead for expenses, spot shortfalls before they hit, and make business decisions with a clear view of the money.
Financial Strategy
Reviewing the numbers behind your business to guide real decisions. We look at profitability, pricing, and where your resources are going so you can grow with intention instead of guesswork.
Fractional CFO
Part-time CFO-level support for business owners who need senior financial guidance without the cost of a full-time hire. Forecasting, analysis, and strategic planning on a flexible engagement.
Construction Job Costing
Tracking labor, materials, and subcontractor costs by project so you can see which jobs make money and which ones don't.
SOS Inventory Setup
SOS Inventory configured and connected to QuickBooks Online so your inventory counts, costs, and orders track properly from day one.
Cin7 Core Setup
Cin7 Core inventory configuration for product catalogs, warehouses, integrations, and accounting sync.
Inventory Accounting
Tracking materials, supplies, and finished goods with accurate counts and valuations. Inventory records are reconciled against your accounting file so the numbers on your balance sheet match what is actually on the shelf.
Business Formation
Setting up your business entity correctly from the start, including LLC, S-Corp, or partnership formation with state registration and EIN acquisition.
