Bookkeeping & Tax Services Tailored To Your Small Business.

Whether it’s clean books, stress-free tax filings, or software setup, we’re here to turn financial chaos into clarity - helping your business thrive.

We take care of the details, so you can focus on growth.
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Bookkeeping & Accounting

Keeping your numbers in order shouldn’t feel overwhelming. We take care of the daily details so your books stay accurate, up-to-date, and easy to understand. Whether you’re just starting out or managing steady growth, we’ll make sure your financial foundation is strong and stress-free.
  • Monthly bookkeeping
  • Bank & credit card reconciliations
  • Accounts payable & receivable management
  • Payroll setup and processing
  • Financial statement preparation (Balance Sheet, P&L, Cash Flow)
  • Catch-up & cleanup bookkeeping projects
  • Accounting software management - Quickbooks Online, Xero or other cloud platforms.

Tax Services

Taxes don’t have to be a guessing game. We help you stay on top of deadlines, minimize surprises, and find strategies that save you money year-round. From filings to planning, we make taxes simpler - so you can spend less time worrying and more time running your business.
  • Business income tax returns (LLCs, S Corps, Partnerships, Sole Props)
  • Estimated tax payments & reminders
  • Year-round tax planning & strategy
  • Entity selection guidance for new businesses
  • Sales tax filings & compliance

Software Setup & Training

The right tools can make a big difference. We’ll help you choose, set up, and understand the software that keeps your finances running smoothly. Whether it’s accounting software like QBO or Xero, or helpful apps that save you time, we’ll set you up for success - and train you (or your team) so you feel confident using them.
  • Accounting software setup & customization
  • Workflow automation & app integrations (receipts, invoicing, payroll, etc.)
  • Cloud-based system migration from spreadsheets or desktop
  • Chart of accounts design for clarity & scalability
  • Training sessions for business owners & staff
  • Guidance on choosing the right tools as your business grows

From clean books to stress-free taxes. Peace of mind starts here.

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