Bookkeeping and Tax Preparation Services

Strategic planning and preparation that support compliance, long-term financial stability and growth.

Bookkeeping

Tax Services

As your outsourced bookkeeping and tax preparation solution, our process starts with a foundation of accurate, sound financials. We use QuickBooks Online as our bookkeeping platform, a decision driven by its superior functionality, bank-level security, and seamless integration capabilities that surpass other bookkeeping solutions on the market.

Our accurate and customized solutions are designed to save you both time and money, maximizing your resources and minimizing operational overhead. With meticulous attention to detail and over 25 years of financial expertise, we ensure your books are always accurate and audit-ready.

Our Bookkeeping Services Include:

  • Capturing and properly coding all bank and credit card transactions
  • Bank and credit card reconciliation
  • Accounts payable (bill pay)
  • Accounts receivable (invoicing)
  • Customized chart of accounts
  • Payroll processing
  • Fixed asset management
  • Financial reporting
  • Management reporting
  • 1099 Filings

Monthly and year-end financial statements for your tax preparer

Historical catch-up and cleanup are also available

We work with your CPA and advisors to minimize your tax liability while planning for your future.

Our Tax Preparation Services Include:

  • Tax planning
  • Tax compliance
  • TurboTax integration
  • Business tax preparation (Sole Proprietorship, Partnership/LLC, S-Corp, and C-Corp)

Bookkeeping

As your outsourced bookkeeping and tax preparation solution, our process starts with a foundation of accurate, sound financials. We use QuickBooks Online as our bookkeeping platform, a decision driven by its superior functionality, bank-level security, and seamless integration capabilities that surpass other bookkeeping solutions on the market.

Our accurate and customized solutions are designed to save you both time and money, maximizing your resources and minimizing operational overhead. With meticulous attention to detail and over 25 years of financial expertise, we ensure your books are always accurate and audit-ready.

Our Bookkeeping Services Include:

  • Capturing and properly coding all bank and credit card transactions
  • Bank and credit card reconciliation
  • Accounts payable (bill pay)
  • Accounts receivable (invoicing)
  • Customized chart of accounts
  • Payroll processing
  • Fixed asset management
  • Financial reporting
  • Management reporting
  • 1099 Filings

Monthly and year-end financial statements for your tax preparer

Historical catch-up and cleanup are also available

Tax Services

We work with your CPA and advisors to minimize your tax liability while planning for your future.

Our Tax Preparation Services Include:

  • Tax planning
  • Tax compliance
  • TurboTax integration
  • Business tax preparation (sole proprietorship, partnership/LLX+C, S-Corp, and C-Corp)

Your Outsourced Finance Team

Entrepreneurs, Small Businesses

Financial clarity for founders and owners

  • Monthly Bookkeeping (Accounts Payable/Accounts Receivable)
  • Cash flow monitoring
  • Budget vs. actuals
  • 1099 Form management
  • Payroll integration
  • Tax compliance and prep support
  • Integration with CPA and advisory teams

NIL Athletes

Protect your name. Protect your money.

  • NIL income tracking, including multi-sponsor deals
  • NIL.go disclosure requirements
  • Quarterly tax prep support, IRS 1099 form management
  • Budget planning, financial education, and coaching
  • Expense categorization
  • Monthly bookkeeping, including Accounts Payable
  • Hard asset management

Individuals, Family Offices

Discrete, sophisticated bookkeeping for complex wealth management

  • Multi-entity expertise
  • Multi-property bookkeeping
  • Vendor management (Accounts Payable)
  • Real-time financial clarity
  • Custom reporting
  • Integration with CPA, wealth management teams
  • Private foundation compliance

Non-Profits, Foundations

Compliant Financials. Maximum Impact.

  • Restricted and unrestricted fund tracking
  • High-volume grant reporting management
  • Expense allocation (program/admin/fundraising)
  • Proper fund accounting and stewardship
  • Quarterly board-ready reports
  • Form 990 preparation support
  • Audit preparation support
Free Consultation