Services -

Services

Bookkeeping Services

As a business owner, staying on top of your finances isn’t just a good practice–it’s critical for substantial growth, smart decision-making, and peace of mind. We offer a full range of bookkeeping solutions tailored to meet your unique business needs-whether you’re just starting out or scaling fast. Know where your money is going. Don’t waste anything

Monthly Bookkeeping

Categorizing income & expenses
Reconciling bank and credit card accounts
Providing monthly financial reports (Profit & Loss, Balance Sheet, Cash Flows)
Analysis can be done upon request in collaboration with your desired goals
Optional QuickBooks Online management

Catch-Up Service

Organizing and recategorizing financial data
Correcting what the IRS might call errors and gaps in prior records
Rebuilding financial clarity from months or years of backlog
Creating easy to read projections of where you want to go.

Individual Tax Services

Tax season doesn’t have to be overwhelming. We offer comprehensive tax preparation and support for individuals and families, ensuring you get every credit and deduction you deserve.

Federal and state income tax preparation
Electronic filing (e-file) for faster refunds
Tax planning and estimated tax payments
Filing for all income types (W-2, 1099, self-employment, rental income, investments)
Child tax credit, education credit, and earned income credit support
Prior-year tax filing and amendments
IRS correspondence and audit support

Corporate & Partnership Tax Services

As a business owner, your tax needs are more than just filling out a return. I help you plan strategically, stay compliant year-round, and identify opportunities to reduce your tax burden.

Federal and state return preparation (Forms 1120, 1120S, 1065, Schedule C, etc.)
Sole proprietors, partnerships, LLCs, S-Corps, and C-Corps
Payroll tax filings and 1099 preparation (Remember, anything over $600)
Sales tax reporting and filing
Quarterly estimated tax payments
Year end tax planning and projections

Tax Services

Financial Strategic Management

Mergers & Acquisitions

Our Mergers & Acquisitions (M&A) services are designed to support business owners through every stage of the transaction process — from strategic planning to due diligence to a successful deal execution. Whether you’re looking to acquire a business, merge with a strategic partner, or prepare your company for sale, we provide the financial insight and hands-on support needed to make informed, confident decisions.

Our M&A Services Include:

Financial Due Diligence – We analyze financial records to assess the health and viability of the target company.
Informal Valuation Support – Accurate and objective business valuations to ensure fair pricing and negotiations.
Deal Structuring – Guidance on tax-efficient and strategically aligned deal structures.
Pre-Transaction Planning – Financial clean-up and preparation to enhance business value and attractiveness to buyers or investors.
Post-Merger Integration – Support with financial systems alignment, bookkeeping consolidation, and reporting integration.

By combining our expertise in bookkeeping, accounting, and financial strategy, we ensure every deal is grounded in real numbers and forward-looking insights. Whether you’re buying, selling, or merging, we help you navigate the complexities with clarity and confidence.

Financial Crisis

When your business faces financial distress, timely and strategic intervention can make the difference between recovery and collapse. Our Financial Crisis Management services are designed to help businesses stabilize, regain control of their finances, and develop a sustainable path forward. Don’t throw in your cards without calling us first.

As a bookkeeping and financial advisory firm, we bring a practical, numbers-driven approach to crisis resolution — addressing both immediate challenges and long-term financial health.