Services
Everything a business needs, under one roof.
Four lanes, and most clients run more than one. Scoping starts with a short questionnaire rather than a phone call, so we can give you a real number instead of a range.
01Tax Planning & StrategyEntity structure, compensation, retirement design, real estate strategy, and the documentation that makes each one hold up. Priced by tier.02Tax PreparationPersonal and business returns, multi-state, partnerships, S corps, trusts. Every return reviewed by Deborah before it files.03BookkeepingQuickBooks set up properly, reconciled monthly, with financial statements you can actually read. Catch-up work quoted separately.04PayrollProcessing, deposits, quarterly filings, W-2s and 1099s. Including the payroll a strategy creates, like hiring your children or an S corp salary.05IRS Notices & RepresentationMost notices are not what people think. We read it, tell you which kind you have, and deal with it.06Virtual CFOPart-time financial leadership for businesses not ready to hire a full-time CFO. Forecasting, budgeting, and the decisions behind the numbers.07Entity SetupForming the LLC, corporation or partnership, the elections that go with it, and the registrations most people find out about a year late.08QuickBooks Setup & CleanupChart of accounts built properly the first time, or an existing file untangled. Quoted separately from ongoing bookkeeping so you can see what the cleanup costs on its own.09Financial Health CheckA clear read on where the business actually stands. Books, entity structure and current tax position, and what each is costing you.
Not sure which one you need?
Eight questions and two minutes will tell you.