Every service we offer, who it's for, and how long it takes, in one table. Sort it, filter it, pick a line.
| Service | Who it's for | Turnaround | Category |
|---|---|---|---|
| Monthly bookkeeping | Businesses with regular transactions | Ongoing, monthly close | Bookkeeping |
| Payroll setup | First-time employers | About 1 week | Payroll |
| Quarterly estimated taxes | Sole proprietors & LLCs | Each quarter | Tax |
| Business tax return | S-corps, partnerships, LLCs | Before filing deadline | Tax |
| Sales tax filings | Retail & e-commerce | Monthly or quarterly | Tax |
| Catch-up bookkeeping | Books more than 3 months behind | 2–4 weeks | Bookkeeping |
| Entity & payroll review | Growing owners | One meeting | Advisory |
| Cash-flow forecast | Owners planning a hire or loan | About 2 weeks | Advisory |
| Year-end close | Every business | January | Bookkeeping |
| 1099 preparation | Anyone paying contractors | January | Tax |
Same steps, same dates, every month, so you always know where your numbers stand.
You should not have to remember filing dates. We plan the whole year around them, and tell you weeks ahead what we need from you and why.
Final reconciliations, 1099 prep for contractors, payroll year-end forms.
Partnership and S-corp returns, or a filed extension with a plan.
Owner returns, first quarterly estimate, a calm review of the year.
Second estimate and a look at whether withholding still fits.
Estimate number three, plus extension returns finished early.
Equipment, retirement contributions and timing decisions, before the year closes.
Send the shoebox, the spreadsheet or the half-finished software file. We sort it, reconcile it and hand back numbers you can actually make decisions with.
Most new clients arrive a little behind. That is normal, and it is exactly what our first weeks together are designed for.
A working call about your business, your entities and where the records live today. No judgement about the state of things.
A private upload link for statements, prior returns and receipts. We list exactly what is missing instead of asking for everything.
We rebuild the months that need it, reconcile every account and flag anything that looks off before it reaches a return.
From then on, your books close on the same day each month, with a short written summary of what changed.
Illustrative situations we take on every season. Each starts with the same intake conversation.
A growing business ran on bank statements alone and now needs accurate records for a loan or a return.
We reconstruct the ledger month by month, then file what is outstanding.
Profits have grown and the owner keeps hearing that a different structure could help.
We model both options with your real numbers and explain the trade-offs plainly.
Hiring is exciting until the withholding, registrations and quarterly forms arrive.
We set up payroll properly and add it to the monthly close.
The person who prepares your return knows your business, your history and your quirks.
Every answer you get from us is written down, so it is still there next April.
A one-page monthly note: what came in, what went out, what to watch next month.
The things new clients ask before the first call.
Yes. Catch-up work is a large part of what we do, and we will show you a realistic order of operations before starting.
Usually not. We work in the common small-business platforms and only suggest a change when the current setup is costing you time.
A named bookkeeper, reviewed by a senior preparer. You will always know who to ask.
Through a private upload link. Paper is fine too; we scan it and give it back.
Yes, for the business and its owners, which is why the books and the returns always agree.
Tell us where things stand today. Current, a little behind or a shoebox: we will map the next step.
Request a call →Current, a little behind, or a shoebox. We've seen all three.
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