What we do
Accounting & Bookkeeping
General ledger, AR/AP, bank reconciliations, monthly close, and management reporting.
Tax Planning & Compliance
Quarterly estimates, annual returns, sales tax, and entity structuring for optimal outcomes.
CFO Advisory & FP&A
Budgets, forecasts, KPIs, board decks, scenario analysis, and cash runway planning.
Payroll & HR
Payroll setup and processing, benefits coordination, and compliance documentation.
Audit Support
Prepared-by-client (PBC) lists, schedules, and coordination with external auditors.
Startup & SMB Packages
Subscription-based bundles with the essentials to launch and scale confidently.