Overview
Our accounting services are designed to produce accurate, reliable financial information and maintain clean records that support tax compliance and informed decision-making.

Accounting services include:

• Financial reviews and one-time assessments of existing records

• QuickBooks setup, cleanup, and repair

• Monthly bookkeeping and account reconciliations

• Preparation of financial statements

• Ongoing coordination with tax planning and tax preparation

How engagements work
Accounting engagements may be one-time or ongoing, depending on the condition of the records and the client’s needs. Scope is clearly defined before work begins.

Overview
We provide tax compliance and planning services for individuals and closely held businesses, with an emphasis on accuracy, consistency, and year-round awareness.

Tax services include:

• Individual and business income tax returns

• Ongoing tax planning and estimated tax support

• Review of accounting records for tax readiness

• IRS and state correspondence support

• Coordination between accounting and tax reporting

How engagements work
Tax services are provided as part of an ongoing relationship or as standalone engagements, depending on client needs and complexity.

Advisory & Special Projects

Overview
Our advisory and special project services support the financial and operational back office of closely held businesses. This work goes beyond routine accounting and tax compliance to improve processes, visibility, and efficiency.

Advisory and project-based services include:

• Financial statement analysis

• Cash flow and profitability discussions

• Budgeting and forecasting support

• Review and improvement of accounting and financial workflows

• Back-office process streamlining and documentation

• Assistance with system setup, organization, and integration (accounting-focused)

• Digitization and organization of financial records and reporting

• Support for internal controls and repeatable processes

How engagements work
Advisory and special projects are scoped separately and may be project-based or ongoing, depending on objectives, systems, and complexity.