Licensed & Insured · Fixed Quotes
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A Note Before You Engage
Every engagement below starts with a free 30-minute consultation. Final scope and price are confirmed in writing before we begin, and invoices are billed monthly.
01 · Ongoing Records
Reconciled books and a live dashboard, updated as transactions post.
Bring up to 12 months of neglected books current and reconciled.
02 · Filed by a Licensed CPA
Federal and state filing, e-filed with a review call included.
LLC, S-Corp, or partnership filing, including quarterly estimates.
03 · Employees & Contractors
Direct deposit, tax filings, and year-end W-2s/1099s handled.
1099 tracking and payments for up to 10 contractors.
04 · Planning & Strategy
A 90-minute review of your numbers with actionable next steps.
A rolling 12-month forecast, updated as actuals come in.
05 · Assurance Services
CPA-reviewed statements suitable for lenders and investors.
06 · New Businesses
Entity filing, EIN registration, and initial books set up correctly.
07 · Signature
Priority CPA attention for filings due within 5 business days.
