Services — What We Deliver

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Tax‑Readiness & Cleanup
Catch‑up bookkeeping, uncategorized transactions, bank/CC reconciliations, chart‑of‑accounts cleanup.

Monthly Close & Financials
Repeatable close checklist, P&L/Balance Sheet/Cash Flow, variance notes, owner summary.

Document Pack for Filing
Year‑end folder with 1099/W‑9 coordination, receipts archive, mileage/logs (if provided), sales‑tax summaries (if applicable).

Filing Options
We can file personal and business returns as a PTIN holder, or prepare a CPA‑ready package and coordinate directly with your CPA.

Quarterly Rhythm
Quarterly closes, estimated‑tax worksheet handoff, reminders calendar.

Sales Tax & Payroll Setup
State/local sales‑tax registration, payroll setup, and compliance cadence.

Custom & On‑Request Work: If you need something not listed here, we’ll scope it for you. 

PTIN holder; not a CPA or law firm. We coordinate with a CPA/attorney when needed.