Comprehensive Accounting Services
Everything you need to run your business with confidence—from tax planning to strategic CFO guidance.
Tax Planning & Preparation
Year-round strategy, not just April filing
Most CPAs only think about your taxes once a year. We think about them every quarter. Real tax savings come from proactive planning throughout the year—identifying opportunities, timing income and expenses strategically, and making smart decisions before it's too late. We work with you to minimize your tax burden legally and ethically, so you keep more of what you earn.
What's Included
- Annual business tax return preparation & filing
- Annual personal tax return preparation & filing
- Semi-annual or quarterly tax planning sessions
- Reasonable compensation optimization (S-Corp W2)
- Multi-state tax planning (ID, WA, MT)
- Year-round tax strategy consulting
Who This Is For
- Small business owners generating $150K+ profit
- Self-employed professionals and contractors
- Business owners with multiple income streams
- Anyone currently paying $10K+ in annual taxes
- Businesses planning for growth or expansion
- Anyone tired of surprise tax bills every April
Bookkeeping Services
Clean books, clear financials, no stress
Stop spending your Sunday nights sorting receipts and reconciling accounts. We handle your bookkeeping so you can focus on growing your business. You'll get monthly financial statements that actually make sense, real-time visibility into your cash flow, and the peace of mind that comes from knowing your books are accurate and tax-ready all year long.
What's Included
- Monthly transaction categorization and reconciliation
- Bank and credit card account reconciliation
- Accounts payable and receivable management
- Monthly profit & loss statements
- Balance sheet and cash flow reports
- QuickBooks setup and management
- Expense tracking and receipt management
- Financial reporting and analysis
Who This Is For
- Business owners who hate bookkeeping
- Anyone spending 5+ hours per week on books
- Businesses with messy or backlogged records
- Companies needing accurate financial reports
- Businesses preparing for loans or funding
- Anyone who wants to understand their numbers
Payroll Management
On-time, compliant, headache-free
Payroll isn't just cutting checks—it's tax withholding, compliance with federal and state laws, quarterly filings, year-end reporting, and staying on top of changing regulations. We handle all of it. Your employees get paid accurately and on time, your taxes get filed correctly, and you get one less thing to worry about.
What's Included
- Full-service payroll processing (weekly, bi-weekly, monthly)
- Direct deposit setup and management
- Federal and state tax withholding
- Quarterly payroll tax filing (941, state returns)
- Annual W-2 and 1099 preparation and filing
- New hire reporting and compliance
- Workers' compensation reporting
Who This Is For
- Any business with W-2 employees
- Companies with 1-50 employees
- Businesses tired of DIY payroll mistakes
- Anyone who's received IRS payroll tax notices
- Growing businesses adding their first employees
- Owners who want payroll done right, every time
Fractional CFO Services
Strategic financial leadership without the full-time cost
You've outgrown basic bookkeeping and tax prep. You need strategic financial guidance—someone who can model scenarios, forecast cash flow, analyze profitability by service line, and help you make data-driven decisions about pricing, hiring, expansion, and exit planning. That's what a fractional CFO does. You get executive-level financial expertise at a fraction of the cost of a full-time CFO.
What's Included
- Everything in Growth package, plus:
- Bi-weekly strategic financial meetings
- Financial modeling and scenario planning
- Cash flow forecasting (13-week rolling)
- Profitability analysis by service/product
- KPI dashboards and performance tracking
- Pricing strategy and margin analysis
- Growth planning and financial roadmaps
- Exit strategy and business valuation prep
- Direct text and phone access
Who This Is For
- Established businesses doing $1M+ in revenue
- Companies planning aggressive growth
- Business owners considering major decisions (hiring, expansion, acquisition)
- Companies preparing for fundraising or loans
- Owners planning for eventual exit or sale
- Anyone who needs a strategic financial partner
QuickBooks Setup & Training
Get your accounting software working for you
QuickBooks is powerful—if it's set up correctly. Most business owners just start clicking around and end up with a mess of miscategorized transactions and confusing reports. We set it up right from the beginning: chart of accounts tailored to your business, proper categorization rules, integration with your bank accounts, and training so you actually know how to use it.
What's Included
- QuickBooks Online account setup
- Custom chart of accounts for your industry
- Bank and credit card account integration
- Transaction categorization rules
- Customer and vendor setup
- Inventory setup (if applicable)
- Report customization
- 1-on-1 training session (2 hours)
- 30 days of email support
Who This Is For
- New businesses setting up accounting for the first time
- Businesses switching from spreadsheets to QuickBooks
- Companies migrating from another platform
- Anyone with messy QuickBooks that needs a clean restart
- Business owners who want to DIY but need expert setup
- Companies preparing for bookkeeper handoff
Business Consulting & Advisory
Strategic guidance for growth and profitability
Sometimes you just need someone who gets it. Someone who understands business finances, can look at your situation objectively, and help you think through major decisions. Should you hire that employee or use contractors? Is your pricing profitable? Should you take on that big client? We provide strategic business consulting that goes beyond just the numbers—we help you make smart decisions for sustainable growth.
What We Help With
- Business structure and entity selection
- Pricing strategy and profitability analysis
- Hiring decisions (W-2 vs 1099 analysis)
- Growth planning and expansion strategy
- Cash flow management and forecasting
- Operational efficiency improvements
- Partnership and ownership structuring
- Exit planning and business valuation
- Financial due diligence for acquisitions
How It Works
- Initial consultation to understand your situation
- Deep dive into your financials and operations
- Analysis and recommendations report
- Implementation roadmap with action steps
- Follow-up support as needed
- Available as one-time project or ongoing retainer
Not Sure Which Service You Need?
Schedule a free 30-minute consultation. We'll discuss your business, identify your needs, and recommend the right level of service.
Schedule Free Consultation