Services
Tax, books, entities, accounting, trust, and QuickBooks. Flat, hourly, monthly, or the project — priced once we've seen the file, then we get on with it.
Returns are the last step, not the product. We plan through the year so filing season is a confirmation, not a surprise — personal returns, business returns, property tax questions, and the cleanup that has to happen before any of it is honest.
We keep the file current: bank and card reconciliations, payables, receivables, and a cash picture you can read without a translator. The point is a business that can make a decision on a Tuesday.
Formation is cheap to do and expensive to undo. We help owners choose and stand up the entity, then connect the unglamorous pieces: banking, licenses, and a chart of accounts that matches how the company actually earns.
Once the books are true, we use them. Financial reporting, budgets, cash-flow projections, and the specialty reports operators actually ask for — affiliate commissions, merchant fees, construction draws.
Interest on Lawyers Trust Accounts do not forgive sloppy books. We manage IOLTA activity so client funds, firm funds, and the bank stay in agreement — and so a bar inquiry is a file you can hand over, not a week you lose.
Some owners want the desk back. Some want their own team to stop breaking the file. We train on QuickBooks — setup, cleanup, and the daily motions — until the person in the chair can run it without us narrating.
Flat, hourly, monthly, and project. The number follows the scope, how long it will take, how much history has to be reconciled, and whether the work is on site or virtual. Ask for an estimate — the first conversation is complimentary.
Payroll is usually a flat rate, often 30–40% under a typical outsourced processor. Taxes set to pay themselves. Direct deposit when you want it.
Get back to minding your business while we mind the rest.
Book a time