Accounting Consulting Services

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Bookkeeping & Financial Recordkeeping

Monthly/Quarterly Bookkeeping

General ledger maintenance, bank reconciliations, AP/AR tracking

Transaction Categorization

Classify business expenses and income based on your chart of accounts

Catch-Up & Clean-Up Services

Fix past errors, reconcile old accounts, and bring books up to date

Financial Reporting & Analysis

Custom Financial Statements

Balance Sheet, P&L, and Cash Flow Statements

KPI Dashboards

Visual performance dashboards for decision-makers

Variance & Trend Analysis

Monthly/quarterly comparison reports to monitor progress

Tax Strategy & Compliance

Tax Preparation

Federal, state, and local income tax filing for businesses and individuals

Tax Planning & Advisory

Entity structure advice, income deferral strategies, and deduction optimization

Sales Tax Consulting

Nexus review, sales tax return filing, compliance automation

Payroll & HR Accounting

Payroll Processing Support

Integration with Gusto, ADP, Paychex, etc.

Payroll Tax Filings

Quarterly 941s, year-end W-2s, and 1099s

Employee Benefits Accounting

Tracking, cost allocation, and compliance

Payroll & HR Accounting

Payroll Processing Support

Integration with Gusto, ADP, Paychex, etc.

Payroll Tax Filings

Quarterly 941s, year-end W-2s, and 1099s

Employee Benefits Accounting

Tracking, cost allocation, and compliance

Accounting Systems & Technology

ERP / Accounting Software Setup & Migration

QuickBooks, Xero, NetSuite, Zoho Books, Sage, etc.

Process Automation Consulting

Streamline approvals, reconciliations, or invoicing workflows

Integration Advisory

CRM, eCommerce, or banking system integrations

Inventory & Cost Accounting

Inventory Valuation & Controls

FIFO, LIFO, weighted average costing

Cost of Goods Sold (COGS) Analysis

Unit economics, margin review, and SKU performance

Manufacturing & Job Costing Systems

Setup for custom job-based accounting needs

CFO & Controller Services

Fractional CFO Services

Strategic financial oversight, cash flow forecasting, budgeting

Interim Controller Services

Month-end close, GAAP compliance, audit support

Board/Investor Reporting

Presentations and narratives for stakeholders and fundraising

Audit Support & Internal Controls

Pre-Audit Preparation

Ensure books are audit-ready, create PBC (Prepared by Client) lists

Internal Controls Assessment

Evaluate and improve segregation of duties, approval workflows

Forensic Accounting

Fraud detection, investigation, and litigation support

Startup & Entity Services

Entity Selection & Setup

LLC, S-Corp, C-Corp – tax impact analysis and registration

Founders’ Financial Coaching

Basic accounting education and system setup for non-financial founders

Cap Table & Equity Tracking Support

Clean records for fundraising and equity distribution

Industry-Specific Services (Optional Add-On)

Construction Accounting

Nonprofit Fund Accounting

E-commerce Accounting

Real Estate Investment Accounting

Professional Services (Law, Med, Consulting)