Services
Tax preparation and planning
Individual and business returns, extensions and amendments, quarterly estimated tax planning, and proactive strategies to reduce surprises.
- Individual and small business returns
- Multi-state and extension support
- Estimated tax guidance and planning
- Year-round questions and deadline reminders
Tax planning: $100/hr
Monthly bookkeeping
Categorization, reconciliations, monthly P&L, balance sheet, and cash flow reporting.
- Monthly reconciliations and reporting
- Clean chart of accounts and categorization
- Owner-ready financials delivered on time
- Coordination with payroll and software vendors
Advisory and fractional CFO support
Budgeting, forecasting, entity selection guidance, KPI dashboards, and ongoing decision support.
- Quarterly check-ins
- Cash-flow planning
- Tax-efficient entity selection guidance
- Dashboard and KPI setup