Business & Personal Bookkeeping, tax preparation for individuals and Business, Personal financial coaching, & Fractional CFO
WORK WITH us
Bookkeeping
• Daily, Weekly, Monthly or Quarterly tracking of income and expenses through categorization and reconciliation.
• Month-End Reconciliations
• Financial Reporting including Profit & Loss Statements, Cash Flow Statements, Account Receivable Aging, etc.
Tax preparATION
Federal, State, and Local Income Tax Return Preparation
Quarterly Sales Tax Returns
• Quarterly Estimated Tax Calculation
Accurate books. Timely reports. Reliable support
When you outsource your bookkeeping, you're not just hiring someone to track expenses — you're gaining a financial partner who helps you make smarter decisions. From managing cash flow to preparing for tax season, we provide the insights and support you need to stay compliant and confident. No more late nights reconciling accounts or second-guessing your records. With a trusted expert on your side, you’ll have more time to lead, innovate, and do what you love.
Strategic Financial Leadership—Without the Full-Time Cost
Gain high-level financial insight, forecasting, and guidance to grow your business—on a part-time basis that fits your budget.
Make confident decisions backed by expert analysis, cash flow management, and long-term planning.