Tax preparation & planning
Coordinate tax preparation and planning around your business. Scope the work before deadlines arrive.
Let’s talk scope →PRACTICAL SUPPORT. CLEAR SCOPE.
Built around
your business.
Start with a reliable foundation. Add insight and strategic guidance as your needs grow.
Bookkeeping & monthly close
Transaction categorization, reconciliations, and monthly financial reporting. A consistent foundation for your next decision.
Let’s talk scope →Nonprofit accounting
Understand restricted funds, program activity, and reporting requirements. Bring financial clarity to the people responsible for your mission.
Let’s talk scope →Payroll & admin support
Payroll coordination and administrative support that fit your existing systems and agreed responsibilities.
Let’s talk scope →Advisory & fractional CFO
Review performance, plan cash needs, and weigh growth decisions. Choose monthly advisory or a separate fractional CFO engagement.
Let’s talk scope →Compliance & regulatory support
Organize recurring business filings, document requirements, and deadlines within an agreed scope.
Let’s talk scope →Your industry changes
the questions.
We focus the analysis on the measures and inputs your kind of business needs.
From each job
to the bigger picture.
Job margins, retainage, backlog, and work in progress. The analysis depends on reliable job costs and completion estimates.
See construction example ↗Every point of margin
has a purpose.
Food, beverage, and labor costs. Consistent classifications turn busy sales into useful information.
See restaurant example ↗YOUR MONTHLY REVIEW
Numbers. Context.
Next steps.
01Owner scorecard
02Financial statements
03Budget vs. actual
04Cash outlook
05Industry detail
06Decisions & action items
Content and cadence depend on the engagement. The digital portal is being prepared; activation timing will be confirmed separately.
Compare plans →Additional support
AR/AP management · $175/month
Admin/compliance support · $125/month
Annual planning & budgeting · $1,500–$2,500
Tax prepayment plan · $20+/month
Onboarding/setup · $250–$750
Historical cleanup · $1,500–$5,000 per year cleaned