Services

Our bookkeeping services are designed to keep your finances clean, accurate, and stress-free. Whether you’re a startup establishing a foundation or an established business streamlining operations, we provide the detailed support you need to stay organized and compliant.

• Business Registration & Formation
• Accounts payable & receivable
• Bank & credit card reconciliations 
• POS & system integrations (Shopify, Etsy, Square, QuickBooks)
• Financial statement preparation
• Sales tax tracking, filing, and payment

Our fractional CFO services give you high-level financial insight without the cost of a full-time executive. We focus on budgeting, reporting, and strategic planning to help your business grow smarter and more efficiently.

• Budgeting, forecasting & quarterly projections
• Profit & loss analysis & cost control strategies
• Policy & process implementation (SOPs, internal controls) 
• POS system sales & CSV reports
• Strategic planning for scaling your business
• In-depth financial analysis for decision-making

We simplify payroll and HR processes so you can focus on running your business. From processing direct deposits to preparing year-end tax forms, we ensure your employees and records stay accurate, compliant, and on time.

• Payroll processing & direct deposit
• Payroll tax filings (federal, state, local)
• Overtime / labor reports
• Year-end W-2 & 1099 preparation
• Employee onboarding & recordkeeping