Virtual bookkeeping, QuickBooks cleanup, business and personal tax preparation, nonprofit accounting, sales tax reconciliations, and tax audit assistance. Serving clients in all 50 U.S. states — fully remote, secure client portal.
What we handle
Ongoing monthly bookkeeping, bank & credit card reconciliations, A/P and A/R management, and clean financial reporting. Done remotely in QuickBooks, Xero, or Wave.
Starting at $500/mo
Catch-up and cleanup for messy or behind books. Recategorize transactions, fix the chart of accounts, reconcile prior periods — leaves you tax-ready.
Starting at $750–800
Business, personal, and nonprofit returns. S-corp, partnership, sole prop, 1040, 990s. Filed accurately, e-filed where available.
Quoted per entity
Fund accounting, grant tracking, board-ready reporting, and Form 990 preparation. We understand restricted vs. unrestricted funds.
Monthly/quarterly sales tax reconciliations and filings, including multi-state exposure for online sellers and service businesses.
Document organization, response preparation, and representation support during IRS or state tax audits.
Certified payroll for prevailing wage compliance (Davis-Bacon), AIA G702/G703 progress billing, lien waiver preparation, and job costing for general contractors, subs, and trades.
Consulting to get minority- and women-owned small businesses certified for government contracts: NYS M/WBE, NYC SBS, SCA, Port Authority, and federal SBA 8(a), HUBZone, WOSB.
Learn moreFull-service payroll for small businesses: payroll runs, tax filings, W-2/1099 prep, and integration with your bookkeeping. Includes certified payroll where required.
GAAP-compliant financial reporting, internal controls review, and audit preparation for businesses raising capital, applying for bank financing, pursuing federal contracts, or preparing for an external audit. We make sure your books meet professional accounting standards.
Fractional CFO and Controller services for growing businesses: cash flow modeling, board-ready financials, KPI dashboards, budget vs. actual reporting, and strategic financial guidance. Drawing on 14+ years across healthcare, construction, e-commerce, and finance.
Deep specialization, broad welcome
Real client experience in industries with project-based revenue, mixed billing, or unique tax treatment. New clients in any industry are always welcome.
Free 15-minute consultation. No deposit. We'll review your situation, confirm scope, and give you a real quote.
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