Services
One firm for the books, the taxes and the big decisions
Ten services, delivered by one team that already knows your numbers. Most clients start with one and add others as the business grows.
Tax
Accounting and operations
- Accounting and bookkeepingClean monthly books, sound systems and cash flow you can see coming.→
- Payroll and HRPayroll Plus: on-time pay, filed payroll taxes, benefits and compliance.→
- Government grant accountingGrant tracking and reporting that holds up to scrutiny.→
- Nonprofit accountingForm 990s, exemption filings and books built for boards and funders.→
Advisory and transactions
- Virtual CFOForecasts, KPIs and a seat at the table for decisions that move profit.→
- Business consultingOperations, pricing and growth plans grounded in your own numbers.→
- Mergers and acquisitionsBuy-side diligence, valuation support and exit planning.→
- Business acquisition due diligenceFor buyers: test the seller’s numbers before you sign, and plan the first year.→
- AssuranceReviews, compilations and the controls lenders and investors look for.→
How engagements work
Clear scope and fees before any work begins
- 01
Introductory call
Client services learns how your business runs, what you need and your timing.
- 02
Proposal
A written scope and fee, so you know exactly what is included before anything starts.
- 03
Onboarding
Your dedicated team gathers records, sets up secure access and agrees the calendar of deliverables.
- 04
Ongoing work
Monthly, quarterly or annual work as agreed, with planning conversations before the deadlines that matter.
Let’s talk about your business
An introductory call with our client services team covers your needs, the scope of work and fit. Advice begins once an engagement is in place.