What We Do Best

Services

we are good at what we do

We are here to assist

Our company recognized a gap in the level of personal interaction between accounting professionals and their clients, even on an annual basis. We sought to address this by prioritizing client understanding of the value of their company, recognizing that while timely reports are important, they are not useful to business owners if they do not understand what they mean for their company. Our services aim to provide comprehensive understanding of financial data, as well as an analysis of the entire picture of a client’s company and industry.

Do you know your current cashflow situation or your expected annual revenue? Are you staying within your budget?

CFO Services

If this all sounds overwhelming, we're here to help. Let us make your financials accurate, easy to understand, and audit-ready. Understand your current cash flow situation and expected annual revenue, and stay within your budget. Ensure your books are audit-ready and impress potential lenders with accurate and understandable financials. We can help identify and manage financial risks such as fraud or cash flow issues. We can help analyze your current financials to develop financial strategies and budgets.

Are your books audit ready? If you are in a high risk industry such as the Cannabis, it’s not a matter of IF you will be audited, but WHEN.

Tax Planning & Prep

Stop looking for workarounds and latest loopholes. With our tax prep services, you don't have to worry about the details. We provide comprehensive tax preparation services, including the preparation of federal, state, and local tax returns for individuals and businesses, as well as for partnerships, LLCs, S corporations, and C corporations. We also file sales tax returns, and provide tax planning and consulting, including year-end tax planning strategies to ensure that you are maximizing your tax savings.

Is your business losing money because of productivity issues or are you looking for ways to improve your processes?

Operations Assement

The operations assessments are to help businesses identify potential losses due to lack of productivity, compliance, techstack, training, morale, etc. Then we provide suggestions for improvement based on that assessment. The difference between on-site and off-site, is on-site, we do assess executive level all the way to employee level that includes interviewing & observing the day-to-day processes & workflows, compliance, morale, etc. The off-site assessment is more focused towards the techstack, workflows, training/SOPs, benefits, etc. to identify potential improvement.

Are you one of the many owners that started your business knowing you’d have to do it all for a while?

Consulting Services

Many owners start their business knowing they will have to do it all for a while. We know how hard it is to juggle all of the roles of your company. Many owners are unsure about the current state of their financials. We can help with many aspects of your company from finding the best software for your business to which taxes/licenses your business requires. Owners can focus on their product while we focus on the financials.

Does your business take the right taxes out for clients that are located elsewhere?

Sales & Use Tax Services

What is Excise tax?
Do you know which Tax department to file with? Does your company require a Sales Permit? When should you be filing your Sales & Use Taxes? When should you be collecting sales tax from your customers? How many more taxes are there? Lost on how to make payments online? We can help answer all of these questions for your company.

Do you tend to put off reconciling your accounts at the end of the month and next thing you know the year is over?

Strategic Bookkeeping & Payroll Management

Avoid payroll-related headaches by entrusting a bookkeeper to handle your payroll needs. Our services include processing payroll checks, calculating and withholding payroll taxes, maintaining accurate payroll records, and handling compliance-related tasks. We also provide payroll reports to management, ensure compliance with all payroll-related regulations and tax laws, and handle other payroll-related tasks as needed, such as garnishments and wage verifications.

we have no limits

Why Choose Us

Construction & Custom Builds

Project-based work demands project-based accounting. Whether you’re a general contractor, homebuilder, or lead remodeler, you need real-time clarity on every job’s profitability.

We help you break out job costs, track labor and subcontractors, and ensure every dollar is tied to the correct project. From job bids to final invoices, our systems make sure your books reflect the build—not just the bank account.

Your focus is framing, concrete, scheduling, and client management. Ours is making sure you always know if you’re on budget and ahead of the curve.

Skilled Trades & Subcontractors

From electricians and HVAC techs to pool builders and landscape installers, we partner with tradespeople who run tight crews and tighter timelines. If your business delivers specialty labor, materials, or installations, your books need to reflect job-level cash flow. We provide job costing, payroll, sales tax compliance, and financial oversight that’s tailored to the way trades actually work. You bring the craftsmanship. We bring the clarity.

General & Specialty Contractors

Whether you’re managing five crews or fifty, contractors need more than basic bookkeeping; they need job-by-job clarity and long-term strategy. We provide real-time job costing, project accounting systems, and fractional CFO support so you can bid with confidence, pay your team accurately, and grow with full financial visibility.

From blueprints to bottom lines—we’ve got you covered.

Ready to get started?

Our professional bookkeeping services can give you the peace of mind you need to focus on growing your business. Contact us today to schedule a consultation and see how we can help you streamline your finances and improve your bottom line.