Six services. One rule: the fee in writing first.

Bookkeeping & monthly close

Transactions categorized, accounts reconciled, and the month closed by the 8th business day — or that month is free. Every close ships with a three-line plain-English summary: what came in, what went out, what changed.

• QuickBooks Online or Xero — your file, your ownership
• Priced by transaction volume, not by mood
• Deadline calendar + document nudges automated

Business tax

1120-S, 1065, and Schedule C returns. Bookkeeping clients land at the low end because clean books make cheap returns — that's not a discount, it's arithmetic. Extensions filed proactively, never in a panic.

Individual tax

W-2 returns at the low end; rentals, K-1s, equity comp, and multi-state at the top. You get a checklist, we get your documents, the fee is quoted before preparation starts.

Payroll

Payroll runs, quarterly filings, year-end W-2s and 1099s — riding on the same books we already keep, so wages never mysteriously disagree with the P&L.

Catch-up & cleanup

Months or years behind, shoebox receipts, a QuickBooks file that's been "creative" — quoted flat after a look at the file. No scolding; being behind is the most common way new clients arrive.

CFO advisory

Thirteen-week cash-flow forecasting, margin and pricing analysis, and a monthly working session. Requires clean books — conveniently, that's the other thing we do.