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Services

Compliance handled. Reporting that reads clearly. Advice you can act on.

Engagements are assembled from four pathways. Most businesses begin with the foundation and add the rest as the reporting becomes reliable enough to build on.

01

Build a Reliable Financial Foundation

The recordkeeping layer everything else depends on — accurate, current, and reconciled to the bank rather than to memory.

What's included

  • Monthly bookkeeping and reconciliations
  • Catch-up and cleanup of prior periods
  • Payroll processing, filings, and year-end forms
  • QuickBooks Online setup, cleanup, and optimization
  • Monthly reporting packages owners can actually read
  • 1099 preparation and sales tax filings where applicable

02

Protect the Business From Surprises

Tax work handled year-round so filing season confirms a plan instead of delivering news.

What's included

  • Business and individual tax preparation
  • Year-round tax planning and projections
  • Quarterly estimated payment guidance
  • Entity structure and owner compensation review
  • Notice response and agency correspondence
  • Filing calendars and compliance tracking

03

Know What the Numbers Are Saying

Reporting turned into direction: what the operation is producing, where margin is leaking, and what the next quarter looks like.

What's included

  • Cash-flow forecasting and budgeting
  • KPI reporting built for the industry
  • Profitability and margin analysis
  • Fractional CFO advisory sessions
  • Pricing and cost structure review
  • Owner distribution and reserve planning

04

Prepare for the Next Stage

Getting the financial house in order before a lender, a landlord, an investor, or a second location asks to see it.

What's included

  • Business structure and entity planning
  • Financial organization and documentation
  • Business credit foundation
  • Funding and lending readiness review
  • Growth, hiring, and expansion modeling
  • Coordination with attorneys and lenders

The cadence

What working together actually looks like on a calendar.

Monthly
Bookkeeping close, reconciliations, reporting package, payroll filings.
Quarterly
Estimated payments, KPI review, cash-forecast refresh, advisory session.
Annually
Tax return preparation, year-end forms, planning for the year ahead.
As needed
Notices, lender requests, hiring and expansion questions, equipment decisions.

Where to start

Scope follows readiness, not a package tier.

The Readiness Review places the business on this progression. Cleanup work, when needed, is always scoped separately from ongoing service.

  1. I

    Establish the Foundation

    Clean books, dependable monthly processes, and organized records. Payroll runs on schedule, accounts reconcile, and the reports match reality.

  2. II

    Reveal the Performance

    Reporting becomes readable. Cash flow becomes visible. Tax planning happens before the year closes rather than after it is filed.

  3. III

    Prepare the Next Move

    CFO-level conversations about pricing, hiring, equipment, expansion, and financing — with numbers a lender or landlord will accept.

Filing an individual return only? Use the individual tax path.

Next step

Not sure which pathway you need?

That is what the Readiness Review is for. Answer a few questions about the business and we will tell you what should be handled first.

Begin the Readiness ReviewBook a Consultation

Or call (864) 707-2330 — Monday–Friday, 9:00 AM – 5:00 PM