Monthly Bookkeeping & Automation
Clean, automated tracking, reconciliations, and industry-specific chart of accounts.
Monthly Accounting Oversight
CPA-reviewed financials, statements, and customized KPI dashboards.
Dental Practice Accounting & KPI Monitoring
Core dental metrics and reporting.
Preschool & Childcare Accounting Support
Tuition reconciliation, payroll review, enrollment-based reporting, and forecasting.
Income Tax Planning & Preparation
Business and individual filings, quarterly estimates, and tax-efficient entity analysis.
Corporate & Individual Tax Returns
Accurate S-Corp, PLLC, partnership, and owner returns with optimized distributions.
Payroll Services
W-2s, 1099s, multi-state support, retirement plan coordination, and automated filings.
Consulting & Advisory
Monthly/quarterly strategy sessions, budgeting, forecasting, profitability, and expansion planning.
