Our Services

 We take care of all your bookkeeping needs and go far beyond data entry. Each month, we'll prepare clear financial statements and meet with you 1-on-1 to walk through the numbers in detail. From there, we layer in industry benchmarking, forecasting, job costing, and pricing decision-making, giving you the insights to run your business with confidence, not guesswork. It's everything you need to understand where your business stands today and where it's headed, all handled for you. 

 We help you build a strategic plan to keep more of what you earn and pay the least amount of tax legally possible. Whether it's electing S-Corp status, STR's, adding a Roth 401(k), strategizing depreciation, or making sure every available deduction is accounted for, we've got you covered. Our goal is simple: a proactive plan tailored to your specific situation, so you're never leaving money on the table or finding out too late what you could have done differently.  We also prepare tax projections throughout the year, so you know what you're likely to owe and there are no surprises in April.

 We get your business fully set up on QuickBooks or whatever accounting system you plan to use, from the ground up: company file configuration, chart of accounts tailored to your industry, bank and credit card connections, invoice and payment workflows, and payroll setup if needed. We'll establish your opening balances, set up customers and vendors, and configure reports so you have real visibility from day one. By the time we're done, you'll have a clean, accurate system ready to run your business on, not a generic template you have to figure out alone. We work most closely with QuickBooks and Xero, and Jake is a QuickBooks ProAdvisor.

 We conduct a thorough review of your books at fiscal year-end, ensuring every transaction is correctly categorized, expenses are properly expensed or capitalized, and all balance sheet accounts are fully reconciled. We'll identify and resolve missing transactions, write off uncollectible accounts, and clean up anything that's fallen out of place throughout the year. The result is a set of accurate, audit-ready financials your tax preparer, lender, or investors can rely on with confidence.

 We keep your books accurate, current, and audit-ready, so you're never scrambling at tax time or guessing where your business stands. From day-to-day transaction coding and account reconciliations to sales tax filings and 1099 preparation, we handle the details that keep you compliant with federal, state, and local requirements. You'll get clean, reliable financials you can trust, paired with the peace of mind that comes from knowing nothing is falling through the cracks. Less time worrying about compliance, more time running your business.  We keep your books in QuickBooks or Xero, whichever fits your business best.

We prepare accurate, fully optimized tax returns for high-net-worth individuals and small businesses, navigating the complexity that comes with multiple income sources, investments, business entities, and real estate. Beyond simply filing on time, we look for every legitimate deduction and credit available to you, coordinate across entities when needed, and flag opportunities for next year along the way. Whether you're managing a growing business, a diverse investment portfolio, or both, you'll get a return prepared with precision and an advisor who actually understands your full financial picture, not just the forms in front of them. Returns we prepare: Form 1040 (individuals), Form 1041 (trusts and estates), Form 1120 (C corporations), Form 1120-S (S corporations) and Form 1065 (partnerships and multi-member LLCs).

 Job costing tracks the real labor, materials, and overhead behind each project, so you know which jobs are profitable and which are quietly losing money. For small businesses juggling multiple projects or clients, this means more accurate bids, smarter pricing, and the ability to catch problems before a job is finished, not after. We help you set up job costing systems that fit how you work, so the numbers are there when you need them, not buried in a spreadsheet at tax time.