The complete accounting function, engineered for your business.
From bookkeeping to advisory, our service lines work together to give you a single, accountable accounting partner. Choose the services you need today and scale up as you grow.
Bookkeeping & Payroll
Reliable monthly books are the foundation of every other financial decision you'll make. We close your books on a strict 10-business-day cycle, reconcile every account, and produce financials you can defend to a lender, an investor, or the IRS.
- Monthly close on a fixed cadence
- Bank, credit card and merchant reconciliation
- Accounts payable & receivable management
- Full-service payroll across all 50 states
- 1099 preparation & year-end filings
- Cloud accounting setup (QuickBooks, Xero, NetSuite)
Tax Preparation & Planning
Filing is the easy part. The real work is the planning that happens long before April. We build a year-round tax strategy that aligns with your business decisions, entity structure, depreciation, R&D credits, multi-state nexus, so April is just paperwork.
- Federal, state and local business returns
- Quarterly estimated tax planning
- Multi-state and multi-entity filings
- Sales & use tax compliance
- R&D, energy and industry-specific credits
- IRS & state notice resolution
Business Advisory
You don't need a board deck. You need answers. Our advisory team turns your monthly financials into clear operating intelligence, what's working, what's leaking margin, and what to do next quarter.
- Cash flow forecasting & scenario modeling
- KPI dashboards built around your operating model
- Annual budgeting & rolling forecasts
- Pricing analysis & unit economics
- Entity structuring & ownership planning
- Fractional controller & CFO services
Audit Support & Compliance
Whether you're being audited, preparing for one, or building the controls that make audits painless, we provide the documentation discipline, internal-controls work, and direct representation to navigate any review with confidence.
- IRS and state audit representation
- Audit-readiness assessments
- Internal controls design & implementation
- Bank, lender and investor financial packages
- Workpaper preparation for external CPA audits
- Regulatory compliance reporting
Statutory CPA attestation, when required, is delivered in coordination with our licensed CPA partner network.
Quote This ServiceSpecialized accounting work, on demand.
Cash Flow Engineering
Diagnose where cash is trapped and design a repeatable system to free it, vendor terms, billing cadence, working-capital optimization.
Multi-Entity Consolidation
Holding companies, subsidiaries, intercompany transactions, consolidated reporting that holds up to investor scrutiny.
Entity Formation & Restructuring
Choose the right entity type, structure ownership properly, and avoid costly tax errors at incorporation or restructuring.
Inventory & COGS Accounting
SKU-level inventory accounting, landed-cost calculation, and margin analysis for product-based businesses.
Sales Tax Nexus Studies
Determine where your business has filing obligations across states and set up automated compliance to remove the risk.
Fractional CFO Services
Senior financial leadership for businesses not ready for a full-time CFO, strategy, board reporting, fundraising support.