Services

One team for your entire back office.

Accounting, tax, payroll, sales tax, and day-to-day support — coordinated around your business, not scattered across providers.

Accounting & Financial Reporting

Keep your books accurate, current, and useful for day-to-day decisions — closed on time, every month.

  • Bookkeeping & general-ledger support
  • Bank & credit-card reconciliations
  • Month-end & year-end close
  • Financial statements & management reports
  • A/P & A/R support
  • QuickBooks & Xero setup or cleanup
  • Accounting cleanup & catch-up work
  • Cash-flow visibility & budgeting support

Business Tax & Sales Tax

Stay organized and prepared with year-round planning, filing, and compliance support — not a scramble in April.

  • Business & owner tax-return preparation
  • Tax planning & quarterly estimates
  • Sales & use tax — registration to filings
  • Multi-state nexus & compliance reviews
  • Entity structure & S-corp election guidance
  • IRS & state notice and correspondence support
  • Tax-document organization
  • Enrolled Agent representation before the IRS

Payroll & Contractor Reporting

Keep payroll organized, filings coordinated, and your team paid correctly — on time, every time.

  • Payroll setup & processing
  • Federal & state payroll tax filings
  • W-2 & 1099 preparation
  • Direct deposit & employee self-service
  • New-hire reporting & contractor onboarding
  • Multi-state payroll compliance
  • Payroll setup cleanup & corrections
  • Payroll reports & reconciliations

Outsourced Back-Office Support

Bring recurring financial work together under one responsive point of contact.

  • Accounts payable & receivable coordination
  • Invoicing & payment tracking
  • Recurring reports & management updates
  • Document & deadline organization
  • Vendor & 1099 tracking
  • Coordination across accounting, tax & payroll

A flexible fit

Your needs. One coordinated scope.

Choose the support your business needs today — from a single focused service to an ongoing, all-in-one outsourced back office.

  • A single service or an all-in-one solution
  • Ongoing monthly support or defined projects
  • Support that adapts as your business grows

Not sure where to start?

Let's find the right fit for your business.

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