Four services. One team. No handoffs.

Monthly bookkeeping

Books closed by the 5th. Every month. In QuickBooks or Xero.

• Bank + card + payment processor reconciliation
• Chart of accounts tailored to your industry
• Monthly P&L, balance sheet, and cash-flow statement
• Class/location tracking for multi-entity setups
• Year-end packet delivered to your tax preparer (or us)

1. 1Connect feeds
2. 2Categorize weekly
3. 3Reconcile monthly
4. 4Close by day 5

Payroll processing

Direct deposit, on time, every time. Multi-state included.

• Weekly, bi-weekly, or semi-monthly runs
• W-2s, W-4s, 1099-NECs handled at year-end
• Multi-state payroll tax registrations & filings
• Contractor payments & 1099 reporting
• Benefits, PTO, and garnishment support

1. 1Set up employees
2. 2Sync time & benefits
3. 3Approve & run
4. 4Filings automated

Sales tax filing

Every jurisdiction. Every deadline. Zero missed filings.

• Multi-state nexus monitoring with monthly alerts
• Storefront integration: Shopify, Amazon, Etsy, Stripe
• Automated collection reconciliation
• Registration in new states as you cross thresholds
• Marketplace facilitator law handling

1. 1Audit nexus
2. 2Register where needed
3. 3Reconcile monthly
4. 4File on time

Income tax preparation

Personal + business, prepared and carefully reviewed before filing.

• Federal + state 1040s (individuals & families)
• Business returns: 1120, 1120-S, 1065, Schedule C
• K-1 preparation for partners & shareholders
• Estimated quarterly tax vouchers
• Notice response support for returns we prepared

1. 1Upload docs
2. 2Prep + review
3. 3You approve
4. 4E-file & confirm