Innovative Approaches for Today
Our Core Services
Accounting & Tax Services That Power Business Growth
Bookkeeping & Financial Reporting
Stay on top of your numbers with accurate monthly reporting and hands-free bookkeeping. - Cloud-based bookkeeping using QuickBooks Online or Zoho Books - Monthly bank and credit card reconciliations - Real-time financial dashboards - Cash flow insights and expense tracking > Ideal for service businesses and startups who want clean books without the stress.
Tax Preparation & Filing
From 1040s to 1120S, we handle complex filings so you don’t have to. - Federal and state tax returns for S-corps, LLCs, partnerships, and individuals - Multi-state filing and estimated tax payments - IRS and FTB compliance support - Tax deadline reminders and calendar planning
Strategic Tax Planning
We help you keep more of what you earn—with year-round tax strategy. - Entity structure review (LLC, S-Corp, C-Corp) - Owner salary vs. distribution planning - Retirement and benefit planning (401k, SEP IRA) - R&D Tax Credit & Pass-through Entity (PTET) planning
Fractional CFO Services
For founders who want CFO-level insight—without the full-time cost. - Forecasting & budgeting - Custom KPI dashboards - Profitability analysis by service, product, or client - Fundraising, investor reporting, and scenario modeling
Payroll, 1099s & Contractor Compliance
We help you scale your team the right way—without payroll headaches. - Gusto or QuickBooks Payroll setup and processing - Onboarding and offboarding employees - W-2 and 1099 prep and filing - State payroll tax account registration and compliance
Startup & Entity Setup
Make sure your foundation is built right from Day 1. - Business formation support (LLC, S-Corp, C-Corp) - EIN, state registrations, and tax ID setup - Chart of accounts and accounting system setup - Owner compensation planning and compliance
Industries We Serve
Tech & SaaS startups
From pre-seed to scale-up, we manage your finances so you can focus on building your product.
E-commerce businesses
Streamlined bookkeeping and tax compliance to keep your online store running smoothly.
Marketing & creative agencies
We handle the numbers so you can dedicate your time to creativity and client success.
Legal, medical, and other service firms
Reliable accounting tailored to the unique needs of law practices and healthcare providers.
Fitness & Wellness
Helping gyms, studios, and wellness brands keep finances fit and future-ready.
Coaching Businesses
Financial clarity and strategy to help you guide clients—and your own business—toward growth.
Let’s Talk
Curious how we can support your business?
Schedule a free discovery call and let’s find out if we’re the right match.
