Most accountants do tax preparation — they wait until you've already made the decisions, then report what you owe. We do tax planning. That means we sit down with you before year-end (and ideally before quarter-end) to map out the moves that legally minimize what you'll pay.
Entity selection, retirement contribution timing, equipment purchases, real-estate strategies, owner-comp vs. distribution mix, charitable giving — the right combination depends on your numbers and your goals. We build a custom plan, give you a written action list, and check in quarterly so April never surprises you.
If you're paying more than 22% effective tax, there's almost always room to bring that number down without changing how you run the business.
Your accounting should give you a financial picture you can actually act on — not a stack of reports you don't read because they don't make sense. We close your books monthly, reconcile every account, and produce a clean P&L plus balance sheet that ties out to the bank.
More importantly, we walk you through what the numbers mean. Gross margin trending down? We catch it before it becomes a cash crisis. Marketing spend not converting? You see it on the dashboard. Vendor cost creep? Flagged.
We work in QuickBooks Online (or migrate you to it if you're on something messier). Year-end, your books are tax-ready — no scramble, no missing receipts, no surprises.
We handle the daily and weekly grind so you don't have to: categorizing transactions, matching deposits, processing invoices, tracking expenses, and reconciling bank and credit-card accounts every month.
Most owners we onboard come to us with 6-12 months of "I'll get to it later" piled up. We catch you up, then keep you current. Once your books are clean, you'll know your cash position in real time, see which products or clients are actually profitable, and stop overpaying tax because expenses were missed.
Monthly bookkeeping pairs naturally with our accounting and tax-planning services — the same team, the same data, no handoff friction.
Payroll has more compliance landmines than any other back-office function. Worker classification (W-2 vs. 1099), state-specific tax withholdings, quarterly 941s, unemployment filings, year-end W-2s and 1099-NECs — get one wrong and the penalties stack fast.
We run your payroll on a reliable platform (Gusto or ADP, your choice), file every required tax form on time, and handle the year-end paperwork. Direct deposit, contractor payments, garnishments, multi-state — all covered.
You approve hours; we handle the rest. And because payroll is integrated with bookkeeping and accounting, your owner-comp strategy is always aligned with your tax plan.