SERVICES

Keep your books accurate, organized, and tax-ready year-round

• Monthly Bookkeeping
•  Bank & Credit Card Reconciliations 
• Financial Reporting
• Data Entry Support
• Setup & Software Implementation
•  Cleanup & Catch-Up Bookkeeping 

Strategic financial leadership without the full-time cost

• Outsourced CFO Services
• Financial Forecasting and Budgeting 
• Cash Flow Management 
• Month-End Controller Oversight

Payroll you can trust — simple, fast, and compliant

• Payroll Setup & Processing 
• Direct Deposit Management 
• Payroll Tax Filings (940, 941, State forms)
• Year-End W-2s and 1099s 
• Contractor Payment Tracking  
• Payroll Reports & Reconciliation 

Expert guidance to reduce liability and stay compliant
 

• Corporate Tax Returns (1120, 1120S, 1065)
• Individual Tax Returns (1040) 
• Quarterly Estimated Tax Payments 
• Tax Notices & Correspondence   
• Year-End Tax Planning Support 

 Professional ITIN assistance from an IRS-authorized Acceptance Agent 

• New ITIN Applications
• ITIN Renewals
• Form W-7 Preparation
• Identification Document Review
• IRS Application Submission
• ITIN Application Follow-Up

 Support for tax notices, back taxes, penalties, liens, and payment issues

• IRS Notice Review 
• Back Tax Assistance 
• Payment Plan Support 
• Penalty Abatement Requests 
• Payroll Tax Debt Support 
• Wage Garnishment & Levy Assistance

 Streamline payments, collections, and cash flow with organized AP & AR management 

• Vendor Bill Entry & Payment Scheduling 
• Vendor Statement Review 
• Invoice & Payment Tracking 
• Accounts Receivable Aging 
• Client Payment Follow-Up 
• Monthly AP & AR Reconciliation

Stay compliant and reduce financial risk with expert audit support.

• Internal Control Review 
• Audit Preparation Support 
• IRS, CPA, or Lender Audit Support 
• Records Organization 
• Expense Review & Documentation 
• Financial Risk Review

We help you launch the right way, from legal setup to EINs
 

• LLC & Corporation Formation 
• EIN & State Registration 
• Business Licensing Assistance
•  Sales Tax & Payroll Registration  
• Startup Financial Systems Training